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Advanced data exports

Create permission-scoped CSV or XLSX jobs for customers, conversations, messages and service reports.

Last reviewed: 2026-07-21

Before you start

  • Max or Enterprise and Advanced Data Export permission
  • The selected source module export permission

Steps

Choose filters and columns

Select a dataset, format, date/team/inbox/status filters and required columns. One job runs per tenant and five may wait. Over 10,000 rows fails clearly and never creates a partial file.

Expected result: The result contains only necessary data.

Download before expiry

User status, permissions and team scope are checked at execution and download. Signed URLs last five minutes and files expire after seven days.

Expected result: Only a currently authorized user receives the file.