1. Apollo
  2. Search and Prospecting
  3. CSV Files

Export Accounts to a CSV

Article author
Apollo Team
Updated

Overview

Export accounts to a CSV when you want to review account data outside Apollo, share account lists with your team, or move account records into another tool that supports CSV imports.

In Apollo, companies become accounts when you save them. You can export account data after you filter and select the records you want.

Check out the following sections to export accounts to a CSV.

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Export Accounts

To export accounts to a CSV:

  1. Launch Apollo > Companies.
  2. Click Saved.
The Saved tab on the Companies page in Apollo.
  1. Apply filters to narrow your search results.
Filters applied to saved accounts on the Companies page in Apollo.
  1. Check one or more accounts, or check the box along the top to bulk select accounts, then click Export.
Selected accounts and the Export button on the Companies page in Apollo.
  1. To customize the CSV columns, click Edit export CSV settings, then check the fields you want Apollo to include.
CSV export options and the Edit export CSV settings link in Apollo.
 
Sort After Export

CSV exports might not retain the sort order displayed in Apollo. After exporting, open the file in Excel, Google Sheets, Apple Numbers, or another spreadsheet application to sort the data as needed.

Spreadsheet apps may auto-format fields like ZIP codes, phone numbers, long IDs, or dates. To preserve formatting, import or format those columns as text before editing the file.

  1. Click Export records.
  1. When the export completes, click Download.
The Download button in the completed CSV Export window in Apollo.

You have now exported accounts to a CSV

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Next Steps

Learn more about accounts, company search, and CSV workflows in Apollo.

Search for Companies Use Search for Companies to identify target organizations and narrow results with advanced filters before saving or exporting records.
View and Edit Accounts Keep account records accurate by reviewing company information and making updates as needed.
Save Contacts and Accounts Save people and companies to Apollo so you can organize, manage, and engage with your records.
Import a CSV of Accounts Add account records to Apollo in bulk by importing a CSV file.
Create and Assign Permission Profiles Manage account export access by creating permission profiles and assigning them to team members.
Export Contacts to a CSV Export contact data to a CSV file and configure export settings that meet your team's needs.

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