# 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.

Source: https://delsivo.com/help/network-and-sourcing/export-to-another-crm · Updated 2026-11-07

## Key takeaways

- Network has an Export for CRM menu with three CSV files: deals, people and relationships.
- Column names follow what other CRMs map on import, such as Organization Name, First Name, Email and Deal Stage.
- Admins and partners export every deal and the email addresses. Analysts export the deals they can see (their own, plus the inbound queue when it's on) and masked emails.
- Every export is recorded in the activity log with its row count.

Some funds keep a firm-wide CRM next to Delsivo. The CRM export gives you files that import cleanly.

## Download a file

1. Open **Network**.
2. Click **Export for CRM**.
3. 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](/help/pipeline-and-committee/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](/help/network-and-sourcing/network-and-warm-paths), [Importing deals](/help/applications/importing-deals).