Configuring CSV Export Fields

Configure the default fields included when exporting contacts, companies, or enrichment data to CSV.

Customising your CSV export fields allows your organisation to define which columns are included by default each time a CSV export is performed.

Before You Begin

Ensure that:

• You are logged in to the Cognism Legacy Platform.
• You have administrator permissions.

Only administrators can configure default CSV export fields.

Access CSV Export Settings

1. Click your user avatar in the upper-right corner.
2. Select Settings.
3. Under Customisation, select CSV Export.

Configure Default Export Fields

The CSV Export page contains three tabs:

• Contact Fields
• Company Fields
• Enhance Fields

To configure exported fields:

1. Select the appropriate tab.
2. Tick or untick the fields you want to include by default.
3. Use the search box to quickly locate a field.
4. Click Save.

These settings become the default fields included whenever users export data of that type.

Restore the Default Configuration

If required, click Restore Default Settings to revert to the default export configuration.

Troubleshooting

Why is a field missing from my CSV export?

Verify that the field is selected in the appropriate CSV Export tab.

Do these settings affect all users?

Yes. Default CSV export fields are configured at the account level and apply to all users.

Related Articles

• Managing CSV Export Permissions
• Managing Duplicate Export Settings