#How do I get my data into a spreadsheet or BI tool?

Choosing the route comes down to one question: how often do you need the data? Exporting by hand every day is a sign you picked the wrong one.

Before you start

• Role: Owner or Admin for exports and integrations.
• Exported data leaves the platform's environment. Handle it in line with data-protection law — see data protection in practice.

#Choose by cadence

#1. Export for a one-off analysis

Contacts exports with Export CSV, and Sales with Export .csv. That is enough for month-end close and occasional analysis.

If you catch yourself exporting the same thing every week, move on to the next route.

#2. Webhook for a continuous flow

With an outbound webhook each event is sent as it happens. Combined with Zapier, Make or n8n, it feeds a spreadsheet in real time with no manual export.

#3. API for scheduled queries

When the BI tool needs to fetch the data itself, the route is the API — see the reference (Portuguese).

#4. Combine it with the data that is not here

Ad spend, for example, lives on the media platform. A complete dashboard usually comes from joining the two sources — see measure campaign ROI.

#5. Look after the exported data

A spreadsheet holding your contact base is personal data. Control who has access and avoid scattering copies across shared drives.

#Related

• Webhooks in practice
• Zapier, Make and n8n
• Reconcile sales
• Data protection in practice

#If it didn't work

• The export comes through incomplete: check the filter and the period applied before exporting.
• The webhook does not arrive: see webhooks in practice.
• The API returns an error: look the code up in the error codes reference (Portuguese).