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How to export your data as a CSV

CSV (Comma-Separated Values) is perfect for spreadsheet analysis, and reporting.

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Written by Melissa Shires

CSV exports are ideal for:

  • Spreadsheet software - Excel, Google Sheets, Numbers

  • Data analysis and business reporting - pivot tables, charts, formulas

  • Import to other databases, tools, and platforms

💡 If you want to sync your data to Google Sheets, you can set up a Google Sheets integration with your robot to do this automatically.

How to export as CSV

  1. Prepare your view

  2. Export

    • Click Export

    • Next to Download CSV, click Download

  3. Access your file

    • Your export appears in Export history. When it's ready, click Download

    • We also email you when it's ready

Working with your CSV export

In Excel

  1. Open directly (i.e. double-click the CSV file)

  2. Import for control - Data > From Text/CSV

    • Set encoding to UTF-8

    • Specify data types

    • Handle special characters

In Google Sheets

  1. Upload - File > Import > Upload

  2. Choose settings:

    • Detect separator automatically

    • Convert text to numbers/dates

  3. Create new or replace existing sheet

Common transformations

💡 You can also apply these transformations automatically using formula columns before export. For formula column syntax, please refer to our guide.

Clean currency values

=VALUE(SUBSTITUTE(A2,"$",""))

Extract domain from URL

=MID(A2,FIND("//",A2)+2,FIND("/",A2,FIND("//",A2)+2)-FIND("//",A2)-2)

Combine columns

=CONCATENATE(A2," - ",B2)

Troubleshooting CSV issues

Special characters appear wrong

  • Ensure UTF-8 encoding when opening

  • Use Import wizard, not direct open

  • Check language settings

Numbers stored as text

  • Use Excel's "Convert to Number"

  • Apply VALUE() function

  • Check for hidden spaces

Dates not recognized

  • Ensure consistent date format

  • Use DATE() function to convert

  • Check regional settings

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