# Exporting Data You've enriched your data, cleaned it up, and now it's ready to use elsewhere. Exporting gets your data out of TexAu and into the tools you actually use every day - your CRM, email marketing platform, sales engagement tool, or analysis spreadsheet. Let's walk through the options. ## Why Export? Your data in TexAu is great, but you probably work with other tools too. Export connects TexAu to your entire workflow: * **CRM imports** - Load enriched prospect data into Salesforce, HubSpot, or Pipedrive * **Email campaigns** - Export to your email marketing platform for outreach * **Sales tools** - Bring data into Apollo, Outreach, or Salesloft * **Analysis** - Export to Excel or Google Sheets for further analysis * **Integration** - Feed data to Zapier, Make, or custom integrations * **Backup** - Keep a local copy of your enriched data > **Pro tip:** Export is simple, but plan which columns you want. You don't need to export everything - just what you're actually using downstream. ## Export Formats TexAu supports multiple export formats, so your data works with whatever tool you're using: ### CSV (Comma-Separated Values) * **Best for:** Excel, Google Sheets, most tools accept CSV * **Format:** Standard CSV with headers in row 1 * **File size:** Compact, even for large datasets * **Compatibility:** Universal - works everywhere * **Recommendation:** Default choice for most people ### Excel (.xlsx) * **Best for:** People who live in Excel/Google Sheets * **Format:** Native Excel format with formatting preserved * **File size:** Slightly larger than CSV * **Features:** Can include multiple sheets, formatting, formulas * **Recommendation:** If you'll do analysis in Excel ### JSON * **Best for:** Developers, API integrations, custom workflows * **Format:** Structured JSON with all column metadata * **File size:** Larger than CSV * **Features:** Preserves data types and semantic information * **Recommendation:** If you're integrating with custom tools or APIs ### TSV (Tab-Separated Values) * **Best for:** Alternative to CSV, sometimes better for data with commas * **Format:** Tabs separate columns instead of commas * **File size:** Same as CSV * **Compatibility:** Most tools accept TSV * **Recommendation:** If your data has many commas and CSV causes issues ## Starting an Export The basic process is simple: 1. **Click the "Export" button** in your table (top right or menu) 2. **Choose your format** (CSV, Excel, JSON, or TSV) 3. **Select which columns to include** (see next section) 4. **Choose which rows to export** (all or filtered) 5. **Click "Export"** and download starts 6. **File appears in your Downloads folder** That's it! In seconds, you have a file ready to use. > **File naming:** TexAu names your file automatically (like "table_name_2024-02-22.csv"). You can rename it when you download. ## Selecting Which Columns to Export You don't have to export every column. Choose strategically: ### Include All Columns * **Recommended for:** Backup exports, when you're not sure what you need downstream * **Pros:** Nothing left out; completeness * **Cons:** Creates larger files; might include columns you don't use ### Choose Specific Columns 1. **Click "Select Columns"** during export 2. **Check the columns you want** - Uncheck the rest 3. **Most useful columns:** * All contact info (email, phone, name) * Key identifiers (company name, domain) * Enriched data you added * Status/scoring columns 4. **Skip columns like:** * Internal notes you don't need downstream * Temporary staging columns * Duplicate information ### Column Order * **Reorder during export:** Drag columns to your preferred order * **Group related info:** Put all contact info together, then company info, then scoring * **CRM field order:** Match the order expected by your CRM import > **Pro tip:** If you're importing to Salesforce, order columns to match Salesforce field order. Speeds up the import process. ### Column Renaming * **Rename for compatibility:** If your CRM expects "Company_Name" but TexAu has "companyName," rename it during export * **Click the column name** and edit it * **Only affects export** - Doesn't change your TexAu table ## Choosing Which Rows to Export ### Export All Rows * **Default option** - Exports every row in your table * **Use when:** You want your entire dataset ### Export Filtered Rows * **Set up filters first** - Show only the rows you want * **Example:** Filter to show only rows where Status = "Ready" * **Click Export** and choose "Export Visible Rows" * **Only filtered rows** are exported ### Export Selected Rows 1. **Select specific rows** (hold Shift/Ctrl, click row numbers) 2. **Click Export** 3. **Choose "Export Selected"** 4. Only those rows are included > **Smart workflows:** Filter to enriched rows only, export those. Or filter to "Email Found = Yes" and export only rows with email addresses. ### Row Ordering * **Export respects your sort** - If you sorted by Company, export will be in that order * **Useful for:** Organizing data by geography, company, or priority before import ## Data Quality Checks Before Export Before exporting, take a minute to ensure quality: 1. **Check for duplicates** - Do you have the same person twice? 2. **Verify key fields populated** - Are email/company name fields filled? 3. **Review data types** - Do numbers look right? Phone numbers formatted? 4. **Spot-check a few rows** - Make sure enriched data looks reasonable 5. **Note any issues** - Are there columns with missing data you should fill in first? > **Garbage in, garbage out:** Exporting low-quality data wastes everyone's time. 30 seconds of quality review prevents import problems downstream. ## Common Export Scenarios ### Scenario 1: Import to Salesforce 1. **Export as CSV** (Salesforce accepts CSV) 2. **Select columns:** Email, First Name, Last Name, Company, Title, Phone, LinkedIn URL, Industry, Employee Count 3. **Order to match Salesforce fields** (use rename feature if needed) 4. **Export all rows** or filter to "Company = Prospect" first 5. **In Salesforce:** Import using their data loader, map CSV columns to Salesforce fields 6. **Done:** Your enriched data is now in Salesforce ### Scenario 2: Email Campaign in HubSpot 1. **Export as CSV** 2. **Select columns:** Email, First Name, Last Name, Company, Job Title, Department 3. **Filter to rows where:** Email is not empty AND Status = "Active" 4. **Export filtered rows** 5. **In HubSpot:** Upload as contacts, map columns during import 6. **Create campaign:** Send email to your new contact list ### Scenario 3: Analysis in Excel 1. **Export as Excel (.xlsx)** 2. **Select all columns** (you might want everything for analysis) 3. **Export all rows** 4. **Open in Excel** and add pivot tables, charts, formulas as needed 5. **Create reports** and share with team ### Scenario 4: API Integration via Zapier 1. **Export as JSON** 2. **Select all columns** (JSON includes metadata) 3. **Export all rows** 4. **In Zapier:** Upload JSON or paste data into webhook 5. **Trigger workflows** based on enriched data ## Managing Multiple Exports ### Export History TexAu keeps track of your exports: * **View export history** in your table * **See what was exported** (columns, row count, date) * **Re-download previous exports** if you need them again ### Storing Exports * **Local computer:** Download files go to your Downloads folder * **Cloud storage:** Move to Google Drive, Dropbox, OneDrive * **Backup:** Keep exports of important data for backup purposes > **Organization tip:** Use consistent naming. "Q1_Prospects_Enriched_2024-02-22.csv" tells you exactly what it is and when it's from. ## Scheduled Exports (Advanced) Some TexAu plans support scheduled exports - automatic exports on a regular basis: ### How It Works 1. **Set up export configuration** (columns, filters, format) 2. **Choose schedule:** Daily, weekly, or monthly 3. **Choose delivery:** Email file, upload to cloud storage, or API endpoint 4. **TexAu automatically exports** on your schedule ### Use Cases * **Daily prospect updates** for sales team * **Weekly reports** sent to management * **Monthly backup** of all enriched data * **Real-time feeds** to CRM via API > **Check your plan:** Scheduled exports may require Professional or Enterprise plan. Confirm what your plan includes. ## Handling Export Errors ### File Too Large * **Problem:** Your table is so large the export times out * **Solution:** Export in smaller chunks using filters. For example, export "Q1 data," then "Q2 data," then combine in Excel ### Missing Data in Export * **Problem:** Some cells are blank in the export * **Solution:** This is expected if enrichment didn't find data. Double-check your enrichment ran. Re-enrich if needed. ### Column Formatting Lost * **Problem:** You exported to CSV, but phone numbers lost their formatting * **Solution:** CSV is plain text. If you need formatting, export as Excel (.xlsx) instead ### Character Encoding Issues * **Problem:** Special characters (accents, symbols) show as garbled * **Solution:** Try exporting as UTF-8 CSV. If still issues, use Excel format which handles encoding better ## Using Exported Data ### After Download 1. **Open the file** - Check that it looks right 2. **Verify row count** - Should match what you exported 3. **Spot-check data** - Open a few rows to ensure correctness 4. **Use in your tool** - Import to CRM, upload to email platform, etc. ### Import Tips for Common Tools * **Salesforce:** Use Data Loader for large imports; map columns carefully * **HubSpot:** Use Contacts import; preview before confirming * **Pipedrive:** Map CSV columns to Pipedrive fields during import * **Google Sheets:** Paste CSV data directly or use "Import Sheet" * **Excel:** Open CSV; accept the import preview ### After Import * **Test the import** - Don't immediately mass-mail or call * **Verify data loaded** - Check a few records in your destination system * **Plan your outreach** - Now you have clean data for campaigns > **Pro workflow:** Export to a staging area first, verify everything, then move to production. Prevents mistakes on live customer data. ## Best Practices for Exporting ### Quality First * Don't export incomplete or dirty data * Run enrichment fully before exporting * Spot-check exported data before using it ### Organize Columns Strategically * Put important columns first * Order to match your destination system * Include all identifying information (email, company, etc.) ### Document Your Exports * Note the date and what data it contains * Keep important exports as backup * Archive old exports after they're used ### Privacy & Security * Don't export personal data you don't need * Store exported files securely * Delete old exports when no longer needed * Comply with data privacy rules (GDPR, CCPA, etc.) ### Test Imports * For important imports, test on a few records first * Verify data looks right in your destination system * Plan your rollout (all at once vs. gradual import) ## Privacy Considerations When exporting, keep privacy in mind: * **Only export what you need** - If you don't need home phone numbers, don't export them * **Restrict access** - Don't share exported files broadly * **Secure storage** - Store files safely if they contain personal data * **Compliance** - Follow GDPR, CCPA, or other regulations in your industry * **Delete when done** - Remove exported files once they're imported and verified > **Your responsibility:** TexAu provides the data; you're responsible for how you use it and where you store it. ## Troubleshooting Exports ### "Export button is grayed out" * Your table might be empty (no rows to export) * Or you have no columns selected * Click "Select Columns" and make sure at least one is checked ### "Export takes forever" * Your table is very large (100,000+ rows) * Use filters to export smaller chunks * Or try a simpler export format like CSV instead of Excel ### "Downloaded file is corrupted" * Rare, but try exporting again * If persistent, contact support with details --- **What's Next?** * Return to [understanding columns](understanding-columns.md) to refine your data structure * Learn more about [running enrichments](running-enrichments.md) to expand your data * Explore [working with rows](working-with-rows.md) for advanced management