Export Fibery Records to CSV
Use the Table View … menu and Export data to CSV, then inspect the downloaded file. Treat an export as a dated handoff rather than a live view.
Before you start: Have access to the relevant records and an appropriate place to store the export. Choose the database and audience before downloading customer information.
Worked example: Engineering needs a list of onboarding Features for review, with title, owner and effort. The export should support that specific review without becoming an indiscriminate customer-data dump.
Step-by-step guide
Open the right table
Use a Table View for the Feature database. Confirm its rows represent Features rather than related customer contacts.
Check the working scope
Review active Filter conditions and Columns. Compare the displayed selection with the review list you intend to hand off.
Create the CSV
Open … in the top-right corner and choose Export data to CSV. Save it with a descriptive date and scope in the filename.
Inspect the artifact
Open the file and check row count, headings, accented names and a record with a comma. Do not assume a screenshot of the table proves the export is complete.
Hand over the context
State when the file was created and which review it supports. Retain a link to the live View so changed priorities can be checked later.
Common mistakes
Calling a CSV a backup
A flat file does not establish recoverability for relations, documents and the full workspace structure.
Sources and verification
Based on product documentation checked on 2026-11-04. This is a documentation-based guide, not a hands-on benchmark. Features and availability can change.