This allows Account Admins to choose the fields you want in the downloaded csv files. You can also choose the order you want the columns to appear.

This setting will apply to all users in your account.

If you do not change the download settings, and you leave them at the default setting, all users will receive all fields.

This setting changes only the csv files. If you integrated with HubSpot or Salesforce, you can control fields for those integrations separately. This setting doesn’t affect those integrations.

Here is how to customize your Excel downloads:

Remove Fields from CSV Files

To prevent export of fields to CSV files, select the fields in Fields to Download column. Click the Remove arrow to move those fields to Available Fields. Then click the Save All button.

If you want to add fields back to the download files, select the fields in Available Fields column. Click the Add arrow. The fields will be added at the bottom. Use the up arrow if you want to move where the fields output in your files. When you’re done, be sure to click the Save All button.

Change the Order of Fields (Columns) in CSV Download Files

If you want to change the order of fields in the download files, select the fields you want to move and click the Up or Down arrow.

Fields will download in the order they appear in the Fields to Download column. For example here, we would be moving all the contact fields “up” to appear towards the beginning of the Excel file:

Restore Default

Sometimes if you’re making a lot of changes, fields can get really scrambled up. If you want to start over with all fields in their original order, click Restore Default.

It will ask whether you really want to proceed with restoring default order.

Avoid Confusion with Contact Fields

Something to keep in mind: All contacts will have First Name, Last Name and Job Title populated. But if you don’t download these three fields, and you download only contact fields that are not 100% populated, like Contact Email and Contact LinkedIn Profile, there will be blank fields for company rows where these fields are not populated.

To avoid confusion, it’s best to always download the First Name and Last Name fields.

Duplicate Company Rows

The csv files include a company row for each contact in the company. So if a company has five contacts, there will be five company rows. One row for each contact.

If you don’t export any contact fields (all contact fields start with the word “Contact” in the Download Settings), the csv files will include only one row for each company.