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LeadSmart AI

2 min read

Export your data

Download a full CSV of contacts, deals, and conversation history at any time. No lock-in, no support ticket required.

You can export everything in LeadSmart at any time. Contacts, deals, and conversation history come as CSVs; documents (offers, BBAs, CMAs) come as a ZIP of PDFs. Use this to back up your data, to bring it to an accountant, or to leave for another platform.

Step by step

  1. Open Settings → Data & Tools → Export.

  2. Pick what to export: Contacts, Deals, Conversations, Documents, or Everything.

  3. For large workspaces (5,000+ contacts), the export runs as a background job and you'll get a download link by email within ~10 minutes.

  4. Files are auto-encrypted with a temporary download link valid for 24 hours.

  5. Re-export anytime — no quota, no fees.

Need help with something else? Browse all guides or email support.