Export to another CRM
Download your deals, people and relationships as CSV files with the column names other CRMs map on import, filtered to what your role can see.
Some funds keep a firm-wide CRM next to Delsivo. The CRM export gives you files that import cleanly.
Download a file
- Open Network.
- Click Export for CRM.
- Choose Deals, People or Relationships. The CSV downloads at once.
What's in each file
| File | Columns |
|---|---|
| Deals | Organization Name, Organization Website, Deal Name, Deal Stage, Status (Open, Won or Lost), Source, Introduced By, Owner Name, Owner Email, Created Date, Last Stage Change |
| People | First Name, Last Name, Full Name, Email, Organization Name, Job Title, LinkedIn URL, Tags, Relationship Types, Known By, Created Date |
| Relationships | Person Name, Person Email, Organization Name, Relationship Type, Deal Name, Team Member, Team Member Email, Strength, Note, Created Date |
Dates use your fund's time zone. Files open correctly in Excel and Google Sheets, and cells that look like formulas are escaped.
What each role exports
| Role | Deals | Emails |
|---|---|---|
| Admin, Partner | Every deal | Full addresses |
| Analyst | The deals they own, plus unowned New and Screening deals when the inbound queue is on, and relationships only to those deals | Masked, for example p…@firm.com |
| Committee member, Delsivo support | No export |
Deck text, notes, scores and founder contact details from applications are never in these files. For pipeline numbers, use the CSVs on Reports. See Pipeline reports.
Frequently asked questions
Is the export recorded?
Yes. Each export is in the activity log with the file, the number of rows and whether emails were included. The content itself isn't logged.
Related: Network and warm paths, Importing deals.
Something unclear or missing? Tell us