Exporting and Migrating Data: Your Complete Guide
How to export your data from TrueValue in any format, set up scheduled exports, and migrate between environments.
Your data is yours. TrueValue makes it easy to export everything — contacts, deals, campaigns, invoices — in standard formats whenever you need it.
Export Options
- CSV — Universal format compatible with any spreadsheet or tool
- Excel — Formatted worksheets with multiple tabs for related data
- JSON — Structured data for developers and API consumers
- PDF — Formatted reports for sharing with stakeholders
Scheduled Exports
Set up recurring exports delivered to email, SFTP, or cloud storage. Useful for feeding data to external analytics tools, data warehouses, or compliance archives.
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