Export

Updated at September 18th, 2026

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How to Export Customer Organizations by License

Partners and sales administrators can export customer organization data directly from Sales Hub filtered by specific active base and add-on licenses.

In the portal, navigate to Sales Hub > Organization.
Click the Export button in the top menu bar.
In the export dialog:
- Select your Product type (e.g., App).
- Click Choose a product to pick a license category (e.g., Phone System).
Multi-select licenses: Tick the checkboxes for the base and add-on licenses you want to include from that category. A running counter at the top tracks your selections and remaining allowance.
Click Add to stage your selections.
(Optional) Repeat this process for any other product categories. When you return to a previously visited category, your staged licenses remain checked. You can select up to 10 licenses in total across all categories.
Review your staged selections in the summary section at the bottom of the dialog.
Click Export. The CSV file will generate and download automatically.

ℹ️ Selection Limits & License Levels:

Base license: The core product subscription (e.g., BizPhone, Auto Attendant).
Add-on license: Additional features tied to the base product (e.g., Concurrent Call, High Availability).
10 License Ceiling: You can stage up to 10 licenses in total across all product categories in a single export run.

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