Data, privacy and security
Export CRM data
Export CRM data in Pixie CRM: follow the supported route, review important fields and verify the result before moving on.
Where to goExports
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for export crm data, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Exports in Pixie CRM.
- Start the task from that screen and select the correct customer, record, staff member or configuration context when Pixie CRM asks for one.
- Review the controls that matter for this task: Source/module, Fields, Filters/date range, Output format.
- Then check Authorised recipient. Use verified information and do not fill optional values with placeholders.
- Complete Export CRM data using the supported action on the screen. If Pixie CRM shows a validation message, correct the underlying value instead of bypassing the control.
- Save or submit the change and wait for the success or completed state before navigating away.
- Reopen the record, status, activity timeline or resulting document and verify that Pixie CRM recorded the outcome you intended.
Fields and controls to review
Source/module
Fields
Filters/date range
Output format
Authorised recipient
Checks before you finish
- Use the least destructive action available.
- Confirm permission and ownership context.
- Preserve audit evidence unless authorised policy says otherwise.
- Verify the resulting audit or status record.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.