How to Export Data from Nutshell

This guide provides a straightforward process for exporting data from Nutshell, making it easy for users to manage and utilize their sales data effectively.

Nutshell

Your data stored in Nutshell belongs to you and is free for you to use however you like. Follow this guide to learn how to export data from Nutshell.

**Method 1: Exporting a list** Filter your Person, Company, or Lead list to reflect the data you want to see in your report.

Then click 'Export' at the top right-hand side of the screen.

When the CSV is ready, click ‘Download ready’ to save it.

**Method 2: Exporting a report** In your Reports, use filters to get the data you need.

Click the 'Download' button above the report.

Select 'Download lead list' from the drop-down menu. You can also download the report summary or image.

**Method 3: Exporting a full backup** Go to 'Settings,' 'Data,' and 'Export,' then click 'Create full export' to download a .ZIP file of: - Companies - Activities - People - Emails - Leads - Notes - Products - Tasks

**Method 4: Exporting via API** You can also access Nutshell's open API documentation to generate a full backup that way. Go to [https://developers.nutshell.com](https://developers.nutshell.com/) to find out more.