Export members to CSV

The export returns a UTF-8 CSV with standard columns plus any custom fields configured in your organization. Useful for external mailings, audit or local backup.

TL;DR

CRM → Members, apply filters if needed, Actions → Export to CSV. The file arrives by email in less than five minutes.

Steps

1. CRM → Members.
2. (Optional) Apply the filters you need (campus, segment, signup date, tags).
3. Actions → Export to CSV.
4. Pick which columns to include (default: all visible).
5. Click Generate export.
6. When the file is ready, you receive an email with a download link valid for 24 hours.

Size and performance

• Up to 5,000 rows: synchronous export, instant download.
• More than 5,000: runs in the background and notifies by email.
• The file is encrypted at rest in temporary storage.

Privacy

The export is recorded in the audit log with your user, timestamp, applied filters and row count. If your organization has a quarterly export review policy, this entry shows up in the report.