Steps
- Open Contacts and choose Contacts, Companies, Competitors, or Blacklist.
- Use Search and filters to narrow the dataset.
- Use Select columns for required fields only.
- Check sample, row count, status, and sensitive data.
- Export to the approved protected location.
- Document recipient, purpose, retention, and deletion rule.
Safety checks
- The correct workspace, object, view, period, or endpoint is selected.
- Permissions, ownership, required fields, and protected data were reviewed.
- The test result was checked in the destination or final dataset.
- Credentials and internal evidence are not exposed.
Troubleshooting
| Problem | Solution |
|---|
| Export has too many rows | Recheck active filters, view, selection, and sample. |
| A column is missing | Add it in Select columns before export. |
| Sensitive data is unnecessary | Remove the field or records and create a new reviewed export. |
Frequently asked questions
Why should I test first?
A controlled test exposes mapping, permission, data, and ownership errors before broad impact.
Can I assume every workspace has this feature?
No. Use the current UI and confirmed provisioning.
What should screenshots hide?
Credentials, tokens, personal data, customer records, internal URLs, and identifiers.
Who should own the configuration?
Assign an accountable administrator and a business owner.
What should I document?
Purpose, scope, owner, fields or filters, test result, and review date.
When should I contact support?
When availability, saved state, permissions, or results remain inconsistent after a controlled check.
