Exporting Notes and Tags on a Team

Article author
Erika
  • Updated

As of 10/7/24, customers that recently purchased Crunchbase Pro will no longer have access to data exports, CRM integrations, contacts or SSO.

To export Shared Notes and Tags, you must add the columns to your Saved Search or List before exporting.

Go to the Saved Search or List

Depending on what you would like to export -  For Saved Lists, make sure you are in Companies tab to add columns, not All tab. 

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Add the columns from Private Data

Click Apply Changes. 

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Click Export to CSV

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Note: If you are exporting your Notes and Tags because you are switching teams -

  • You can access your CRM data and My CRM list after reconnecting your CRM with the new team account.
  • For unlocked contacts, you can either push to CRM or export it in Advanced Search.

Looking to get the most out of Crunchbase? We recommend learning more about our Business and API plans. 

With the Business plan, you can leverage scalable integrations and exports for your team. Conduct your own analysis with 5K data exports per month and gain exclusive access to CRM integrations, contacts and single-sign on to maximize team efficiency. 

With the API, you can access live company data at scale with unlimited exports. Enrich your tools and build your products with proprietary company intelligence, including the full scope of predictions and insights data. Click HERE for additional information on Crunchbase Business and API, and to reach out to our sales team directly.

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