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 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
Prepare your view
Apply filters for specific data
Set historical data preference
Export
Click Export
Select Download as CSV
Click Download
Access your file
Direct download to browser
Or check email for link
Working with your CSV export
In Excel
Open directly (i.e. double-click the CSV file)
Import for control - Data > From Text/CSV
Set encoding to UTF-8
Specify data types
Handle special characters
In Google Sheets
Upload - File > Import
Choose settings:
Detect separator automatically
Convert text to numbers/dates
Create new or replace existing sheet
Common transformations
💡 You can also apply these transformations automatically using calculated columns before export. For calculated 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