Civis allows you to export the result set of a SQL query as a CSV file that you can download locally to your computer. It is recommended to use Google Chrome as your browser to achieve the best functionality.
Getting Started
- Go to Data.
- Under the Exports section, click on Scripts. That will open a new job where you can export to a local CSV using SQL.
Setting Up the Export Using a Script
- Put the SQL code whose result set you would like to export into the code box in the center of the page.
- Once your SQL is ready, click Run Now in the top-right corner of the page.
- When the SQL successfully completes, click Run History to open up the run history pane and click on the CSV file name to be prompted to download it locally.
Note that all SQL Scripts will appear on the Scripts index, regardless of whether they were created through Scripts or Exports.
Scheduling Your Export
If you'd like to set your export to run on a schedule, click on the clock icon in the top-right corner of the page. From there you can have the export run on a schedule of your choosing, or else incorporate it into a workflow. For more information about job automation, see the Script Automation help documentation.
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