Data export

In production, people CRM export is CSV from Membership (plus candidate download from Prospects). There is no Excel (.xlsx) export, full ZIP, S3/GCS bucket delivery, or one-click “Export my data” GDPR action on this screen.

Membership — Export CSV

1. Open People & Connection → Membership (/admin-church/members).
2. (Optional) Apply list filters.
3. Use Export CSV. Choose Export current view (n) for the filtered list or Export all (all fields) for the full export.

The export API path requires access to the user’s church (church isolation).

Prospects — Download candidates

In CRM - Prospects, use Download candidates when the UI offers it, to get pipeline candidates as CSV.

Not in production

• Excel (.xlsx) as the CRM export format
• A “export everything” ZIP to S3 or Google Cloud Storage
• An “Export my data” button on the member record as a one-click GDPR flow

For other modules (attendance, donations), use the exports documented in those sections.