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 from the Companies page after you filter and select the records you want.
Check out the following sections to export accounts to a CSV.
Export Accounts
To export accounts to a CSV:
- Launch Apollo, then click Companies.
- Click Saved to view saved companies, also known as accounts.
- Apply filters to narrow your search results.
- Check one or more accounts, or check the box along the top to bulk select accounts, then click Export.
- Review your export settings.
- To customize the CSV columns, click Edit export CSV settings, then check the fields you want Apollo to include.
- Click Export records.
- Click Download. You've now created an account CSV export.
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. |