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# Data export

Your data is yours. Pivotal gives you three ways to pull it out, picked by how much you need and how often. A spreadsheet check is a CSV. A board deck or audit is a takeout. A live warehouse table is webhooks plus the API.

## How do I export a single list?

Open the list (Customers, Onboardings, Tasks, Contacts), tune the filters and columns to what you want, click the **⋯** menu in the header, and pick **Export CSV**.

The CSV mirrors the visible columns and the filter you applied. Hidden columns aren't included. If you want every column, click **Reset columns** before exporting. Custom fields ship as their own columns named after the field's key.

## How do I get everything?

Use a takeout. **Admin > Data > Request takeout** queues a full export of every record in your workspace: customers, contacts, onboardings, tasks, comments, audit log, custom field definitions, attachments metadata. Pivotal builds a ZIP and emails a signed download link to the requester. Most workspaces finish in under ten minutes; very large ones (10k+ customers) can take an hour.

The ZIP contains one JSONL file per object plus a `manifest.json` describing the schema version. JSONL streams cleanly into BigQuery, Snowflake, Postgres `COPY`, and DuckDB.

Takeout links expire 48 hours after generation. Request a fresh one whenever you need it; there's no rate limit.

## How do I keep a warehouse table up to date?

Takeouts are point-in-time, so they go stale. For a live mirror, subscribe to the `customer.updated`, `onboarding.updated`, and `task.updated` webhooks and write each payload into your warehouse. Pair with a nightly takeout to backfill anything dropped. See [Webhooks](/product/integrations/webhooks) for setup and [the API guide on integration sync](/api/guides/integration-sync) for the warehouse pattern.

## Can I export attachments?

The takeout `manifest.json` includes a signed URL for every attachment. Loop the manifest, download the URLs, store them wherever you keep file artifacts. The URLs are valid for the 48-hour takeout window only. re-request a takeout for fresh links.

## Who can export?

Permissions follow the workspace role:

| Role    | CSV from a list | Full takeout |
| ------- | --------------- | ------------ |
| Viewer  | Yes             | No           |
| CSM     | Yes             | No           |
| Manager | Yes             | Yes          |
| Admin   | Yes             | Yes          |

Takeouts log to the audit log with the requester, timestamp, and download timestamp so you can prove who pulled what during a security review.

## Gotcha: CSV exports cap at 50k rows

A CSV export over 50,000 rows truncates with a warning at the top of the file. If your filter returns more, narrow it first (export per owner, per quarter, per tag) or use a takeout instead. The takeout has no row cap.

## Related

* [Webhooks](/product/integrations/webhooks)
* [Integration sync guide](/api/guides/integration-sync)
* [Audit log](/product/onboardings/audit-log)

Email **[help@pivotal.app](mailto:help@pivotal.app)** with a screenshot of where you got stuck and the customer or onboarding id from the URL.