Export lists and views
Easily export your Attio lists and views as a CSV or Excel file.
Available on all plans.
All members can export records.
Members with view access can export lists.
On the Enterprise plan, admins can restrict exports to admins only.
You can export any table or kanban view in Attio as a CSV or Excel file. Every column visible in your table view will become a column in the exported file. For kanban views, the attributes shown on each card are exported instead.
How to export
Follow these steps to download a file containing the data in your view:
Make sure your table view includes columns for all the attributes you want to export. If you're exporting a kanban view, ensure the cards show the attributes you'd like to include.
To ensure your export reflects any filters you've applied, click Save for everyone before exporting.
Click Import / Export on the top right of any view, then select Export view as CSV or Export view as Excel.
Once downloaded, open the file in Excel, Google Sheets, Numbers, or any similar application.
You can also export from views on all records pages found in the sidebar under Records the same way. If you are looking to export all your workspace data, learn how to back up your workspace.
Note: Enriched data cannot be exported from Attio. If a view includes enriched attributes, those cells will be blank in the exported file. Any data you've added manually will be included.
Who can export views?
By default, all workspace members can export views on all records pages. Full access, read and write, and read only members can export views on lists. Learn more about list access.
Workspace admins on the Enterprise plan can limit exports to admins only:
Click your workspace name in the upper-left and choose Workspace settings from the dropdown.
In the sidebar on the left, click Security.
Under Advanced data controls, toggle on Disable data exports for non-admins.
Protect exports against formula injection
Attio includes an optional setting that protects against formula injection in CSV exports. It's available to workspace admins on all plans, and is disabled by default.
Formula injection occurs when data containing spreadsheet formulas has been entered into a text attribute. When exported and opened in Excel or a similar application, those formulas may execute automatically. When this setting is enabled, Attio adds a prefix to text field values to prevent that from happening.
Turn it on only if your security team has identified formula injection as a risk. Enabling it changes the format of text field values in exported files, which could affect downstream processes that rely on those exports.
Workspace admins can enable formula injection protection:
Click your workspace name in the upper-left and choose Workspace settings from the dropdown.
In the left sidebar, click Security.
Toggle on Protect CSV exports against formula injection.