Customer Intelligence

Export the customer profile you need

Need one person’s details for a review or handoff? Download an individual customer profile directly from its Actions menu.

A customer profile with an export button and a ready-to-download CSV file of that profile

Export Profile gives you a focused download for the person you are viewing. It is useful when you need to examine collected attributes, compare a record with another system, or provide a specific profile to an authorized teammate.

The CSV uses normalized column names and the existing export timestamp format. Uploaded files and Official Rules fields are excluded, so this is a profile-data export rather than a download of every file or interaction associated with the customer.

What you can do

  • Export a profile without starting a broader audience export.
  • Receive a single-row CSV with clearly named columns.
  • Use the file in your own reporting or customer review workflow.

Get started

Open a customer profile, select Actions, and choose Export Profile. Your account permissions determine whether export is available.

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