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Coeffection

CSV Export

Any entity list page in Coeffection can be exported to a CSV file in one click. The export respects your active filters and visible columns — no configuration required.

Where it's available#

CSV export is available on every entity list page, including:

  • •Contacts
  • •Leads
  • •Accounts
  • •Opportunities
  • •Cases
  • •Tasks
  • •Projects
  • •Quotes
  • •Invoices
  • •Any custom entity type your admin has created

Look for the download icon (↓) in the top-right of the list page, next to the column picker. It is always visible — you do not need to select rows first.

Opportunities — List View
All StagesAny OwnerThis Quarter

How to export#

  1. 1Navigate to the list page (e.g. /opportunities).
  2. 2Apply filters to narrow the data set — status, stage, owner, date range, or any custom field.
  3. 3Click the download icon (↓) in the toolbar.
  4. 4The browser downloads the CSV immediately — no email, no waiting.
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Apply filters BEFORE clicking export.The CSV contains exactly what's visible in the current filtered view — narrower filter = smaller, more useful file.

What's included#

The CSV contains exactly the columns currently visible in the list view. The column picker controls what ends up in the file:

  • •Hide a column → it is omitted from the export.
  • •Reorder columns → CSV column order matches the list view order.
  • •Relationship cells (e.g., Customer, Property) export the readable name, not the internal UUID.
Visible columnsdrag to reorder
Name
Stage
Value
Close Date
Owner
Customer

File naming#

Downloaded files follow a consistent naming pattern:

<entity-name>-export-<YYYY-MM-DD>.csv

For example, exporting Opportunities today produces:

opportunities-export-2026-05-21.csv

The date in the filename always reflects today's date in UTC.

Limits#

  • •Up to 10,000 rows per export.
  • •If your filtered view has more than 10,000 rows, narrow the filter or export in chunks (e.g., split by date range or owner).
⚠
Large exports (>5,000 rows)may take a few seconds to generate. The download will start automatically when ready — don't refresh the page.

Common use cases#

  • •Quarterly pipeline report — filter by quarter and stage, then export into your reporting template.
  • •Onboarding handoff — filter by owner = new rep, export the contact or lead list to share context.
  • •External analysis — filter by date range, export into Excel, Google Sheets, or your BI tool of choice.