Generate a CSV export

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Select type, date period and any custom dates, then submit the export form.

What this guide helps you do

Select type, date period and any custom dates, then submit the export form. These instructions follow the supplied module’s live menus, controller actions, form fields, model validation and downstream effects.

Follow these steps

1. Sign in to the staff admin area and open Admin Area → Utilities → CSV Export.
2. Verify that your account meets the access rule: Administrator.
3. Go to the required record or configuration and review its current values before making a change.
4. Complete the displayed fields or action exactly as described in this guide.
5. Save, submit, download or confirm the action using the button presented by the module.
6. Reopen the source record and verify the expected status, output, notification, file or linked record.

Fields and options

Rules and limits

• The module streams rows in batches rather than storing an archive.
• Use a controlled date range for large datasets.

Check it worked

• The generate a csv export workflow completes without bypassing the module’s permission and validation checks.
• The saved value, generated file, status, notification or linked CRM record is visible from the same workspace.
• Any validation message remains visible until the source data or setting is corrected.

Security, privacy and operational checks

• Use least-privilege staff access and do not use another person’s account to reach a hidden action.
• Check personal, financial, identity and compliance data before sending, exporting or exposing it through a public link.
• Test configuration, email, public forms, accounting effects and provider connections with controlled records before production-wide use.

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