Data

How to use Raw Data Export in Customer Flow

Extract raw data without changing operational screens. A snapshot, not a second system.

Where to find it: Left menu → Data Management → Raw Data Export

Data import, validation, and migration in Customer Flow — Watch the video on the Data import and migration page — A still from the Data import and migration video. Play it on the Data import and migration watch page, then follow the steps below in your workspace.

Every step

Step 1
Open the screen
Left menu → Data Management → Raw Data Export. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Do the work
Pick the entity. Export. Lock the file if it has personal data. Do not re-import a mutated export as truth.
Step 3
Check it saved
Row counts should match the live list at that moment.

Questions people ask

Do I need to log in to use Raw Data Export?

Yes. Raw Data Export is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.

I cannot see Raw Data Export in the menu. Why?

The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.

Is this a backup?

It is an extract. Backups are a platform concern. Do not treat a laptop CSV as disaster recovery.

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How to use Raw Data Export in Customer Flow

Every step

Open the screen

Do the work

Check it saved

Questions people ask

Related

How to use Raw Data Export in Customer Flow

Every step

Open the screen

Do the work

Check it saved

Questions people ask

Related