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Export Companies (CSV Download)

Learn how to export selected or all Companies in GHL Customer Care to a CSV file. Track progress in real time and download company data fast.

3 min read660 words6 explained imagesUpdated Fri, 27 Mar at 10:25 AM
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On this page
  1. Key Benefits of Company Export
  2. Export Options
  3. Real-Time Export Progress Modal
  4. CSV File Structure & Fields
  5. How To Setup Company Export
  6. Export selected companies
  7. Export all companies
  8. Frequently Asked Questions
  9. Related Articles
  10. Getting Started with Companies

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Exporting Companies to CSV makes it easy to share, analyze, and back up company records in GHL Customer Care without copying data manually. Company Export lets you download multiple selected companies—or the full company list—directly from the Companies screen. This is helpful for reporting, offline review, and sending structured data to stakeholders.

TABLE OF CONTENTS

What is Company Export?

Company Export is a GHL Customer Care feature that downloads company records from Contacts → Companies as a CSV file. Exporting to CSV helps you work with company data in tools like Excel or Google Sheets while keeping the information organized in a consistent spreadsheet format.

Key Benefits of Company Export

Having a fast, repeatable way to pull company data improves reporting and reduces manual work—especially in B2B setups where companies are a core part of the CRM.

  • Bulk exporting: Download multiple company records at once instead of copying details record-by-record.

  • Shareable format: Use CSV to share company data with teammates or external partners in a standard spreadsheet format.

  • Offline analysis: Review, filter, and sort exported company data in spreadsheet tools for audits or reporting.

  • Flexible workflows: Export either a targeted set of companies or a complete list depending on your goal.

Export Options

Understanding the two export paths helps you choose the quickest workflow based on whether you need a subset of records or the full dataset.

  • Export selected companies (from the table): Select one or more companies using checkboxes, then export from the action bar.

  • Export all companies (from the menu): Use the three-dot (⋮) menu on the Companies page to export the full list.

Real-Time Export Progress Modal

A progress modal helps you track export generation so you can confidently export large datasets without guessing when the file is ready.

During an export, GHL Customer Care displays a progress indicator that shows:

  • Record count (how many records have been processed)

  • Percent complete (overall completion progress)

CSV File Structure & Fields

Knowing what to expect in the CSV helps you prepare for reporting, cleanup, or importing into another system.

  • The export is delivered as a CSV (comma-separated values) file.

  • The CSV includes company record data in columns so it can be filtered, sorted, and reviewed in spreadsheet tools.

  • If your account uses company custom fields, verify whether those fields appear as columns in your export (recommended before relying on the file for downstream reporting).

CSV File Structure & Fields (image 1 of 6) What this shows The export is delivered as a CSV (comma-separated values) file. What this shows Illustrates the "CSV File Structure & Fields" section of "Export Companies (CSV Download)". This screenshot appears in the "CSV File Structure & Fields" section of "Export Companies (CSV Download)". The text alongside this image reads: The export is delivered as a CSV (comma-separated values) file. The CSV includes company record data in columns so it can be filtered, sorted, and reviewed in spreadsheet tools. If your account uses company custom fields, verify whether those fields appear as columns in your export (recommended…. Immediately after, the guide continues: Exporting does not require setup, but following a consistent export process helps ensure you download the right records (especially when filters are applied). Image 1 of 6 What this coversThe export is delivered as a CSV (comma-separated values) file. The CSV includes company record data in columns so it can be filtered, sorted, and reviewed in spreadsheet tools. If your account uses company custom fields, verify whether those fields appear as columns in your export (recommended before relying on the file for downstream reporting).
Buttons and menus referenced CSVcompany record datacompany custom fields
Next stepExporting does not require setup, but following a consistent export process helps ensure you download the right records (especially when filters are applied).
All 3 steps in this procedure
  1. The export is delivered as a CSV (comma-separated values) file.
  2. The CSV includes company record data in columns so it can be filtered, sorted, and reviewed in spreadsheet tools.
  3. If your account uses company custom fields, verify whether those fields appear as columns in your export (recommended before relying on the file for downstream reporting).

How To Setup Company Export

Exporting does not require setup, but following a consistent export process helps ensure you download the right records (especially when filters are applied).

Export selected companies

  1. Go to Contacts → Companies. (Optional) Use search or filters to narrow the list.

    Step 1 of 4: Go to Contacts → Companies. (Optional) Use search or filters to narrow… What this shows Step 1 of 4: Go to Contacts → Companies. What this shows Shows where to go for step 1 of 4 in the "Export selected companies" section of "Export Companies (CSV Download)". This screenshot accompanies step 1 of 4 in the "Export selected companies" section of "Export Companies (CSV Download)". At this point in the walkthrough you go to Contacts → Companies. (Optional) Use search or filters to narrow the list. The next step is to select one or more companies using the checkboxes in the table. Click Export in the action bar. Step 1 of 4Image 2 of 6 Where to goGo to Contacts → Companies. (Optional) Use search or filters to narrow the list.
    Buttons and menus referenced Contacts → Companiessearch or filterscheckboxesExportprogress modal
    Next stepSelect one or more companies using the checkboxes in the table. Click Export in the action bar.
    All 4 steps in this procedure
    1. Go to Contacts → Companies. (Optional) Use search or filters to narrow the list. this image
    2. Select one or more companies using the checkboxes in the table. Click Export in the action bar.
    3. Watch the progress modal until the export completes.
    4. Download/open the CSV file when it becomes available.

  2. Select one or more companies using the checkboxes in the table. Click Export in the action bar.

    Step 2 of 4: Select one or more companies using the checkboxes in the table. Click… What this shows Step 2 of 4: Select one or more companies using the checkboxes in the table. What this shows Shows what to choose for step 2 of 4 in the "Export selected companies" section of "Export Companies (CSV Download)". This screenshot accompanies step 2 of 4 in the "Export selected companies" section of "Export Companies (CSV Download)". At this point in the walkthrough you select one or more companies using the checkboxes in the table. Click Export in the action bar. The next step is to watch the progress modal until the export completes. Step 2 of 4Image 3 of 6 What to chooseSelect one or more companies using the checkboxes in the table. Click Export in the action bar.
    Buttons and menus referenced checkboxesExportContacts → Companiessearch or filtersprogress modal
    Next stepWatch the progress modal until the export completes.
    All 4 steps in this procedure
    1. Go to Contacts → Companies. (Optional) Use search or filters to narrow the list.
    2. Select one or more companies using the checkboxes in the table. Click Export in the action bar. this image
    3. Watch the progress modal until the export completes.
    4. Download/open the CSV file when it becomes available.

  3. Watch the progress modal until the export completes.

    Step 3 of 4: Watch the progress modal until the export completes What this shows Step 3 of 4: Watch the progress modal until the export completes. What this shows Shows what this covers for step 3 of 4 in the "Export selected companies" section of "Export Companies (CSV Download)". This screenshot accompanies step 3 of 4 in the "Export selected companies" section of "Export Companies (CSV Download)". At this point in the walkthrough you watch the progress modal until the export completes. The next step is to download/open the CSV file when it becomes available. Step 3 of 4Image 4 of 6 What this coversWatch the progress modal until the export completes.
    Buttons and menus referenced progress modalContacts → Companiessearch or filterscheckboxesExport
    Next stepDownload/open the CSV file when it becomes available.
    All 4 steps in this procedure
    1. Go to Contacts → Companies. (Optional) Use search or filters to narrow the list.
    2. Select one or more companies using the checkboxes in the table. Click Export in the action bar.
    3. Watch the progress modal until the export completes. this image
    4. Download/open the CSV file when it becomes available.

  4. Download/open the CSV file when it becomes available.

Export all companies

  1. Go to Contacts → Companies. Click the three-dot (⋮) menu in the top-right and Select Export.

    Step 1 of 3: Go to Contacts → Companies. Click the three-dot (⋮) menu in the… What this shows Step 1 of 3: Go to Contacts → Companies. What this shows Shows where to go for step 1 of 3 in the "Export all companies" section of "Export Companies (CSV Download)". This screenshot accompanies step 1 of 3 in the "Export all companies" section of "Export Companies (CSV Download)". At this point in the walkthrough you go to Contacts → Companies. Click the three-dot (⋮) menu in the top-right and Select Export. The next step is to watch the progress modal until the export completes. Step 1 of 3Image 5 of 6 Where to goGo to Contacts → Companies. Click the three-dot (⋮) menu in the top-right and Select Export.
    Buttons and menus referenced Contacts → Companiesthree-dot (⋮) menuExportprogress modal
    Next stepWatch the progress modal until the export completes.
    All 3 steps in this procedure
    1. Go to Contacts → Companies. Click the three-dot (⋮) menu in the top-right and Select Export. this image
    2. Watch the progress modal until the export completes.
    3. Download/open the generated CSV file.

  2. Watch the progress modal until the export completes.

    Step 2 of 3: Watch the progress modal until the export completes What this shows Step 2 of 3: Watch the progress modal until the export completes. What this shows Shows what this covers for step 2 of 3 in the "Export all companies" section of "Export Companies (CSV Download)". This screenshot accompanies step 2 of 3 in the "Export all companies" section of "Export Companies (CSV Download)". At this point in the walkthrough you watch the progress modal until the export completes. The next step is to download/open the generated CSV file. Step 2 of 3Image 6 of 6 What this coversWatch the progress modal until the export completes.
    Buttons and menus referenced progress modalContacts → Companiesthree-dot (⋮) menuExport
    Next stepDownload/open the generated CSV file.
    All 3 steps in this procedure
    1. Go to Contacts → Companies. Click the three-dot (⋮) menu in the top-right and Select Export.
    2. Watch the progress modal until the export completes. this image
    3. Download/open the generated CSV file.

  3. Download/open the generated CSV file.

Frequently Asked Questions

Q: Can I export only a few companies instead of the entire list?
Yes. Select the companies using the checkboxes in Contacts → Companies, then export from the action bar.

Q: Does the export include custom company fields?
Yes. All visible company fields, including custom fields, are included in the export.

Q: What file type is generated?
The export is provided as a CSV file.

Q: My team member can’t see the Export option, why?
Their user role may not have export access for company data. Review their role permissions and ensure they have access to Companies and any related export/download permissions.

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