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Overview

The Exported Files section provides a history of all CSV exports requested from a database source. Exports are processed asynchronously — you request the export, and the system notifies you when the file is ready for download. This approach allows large datasets to be exported without blocking your workflow.
Exported Files list with file status and download button

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How Exports Work

  1. Apply filters in the Source Leads view to scope the leads you want to export.
  2. Click Export to submit the export request.
  3. The system queues the export job and begins generating the CSV in the background.
  4. Once complete, the exported file appears in the Exported Files list.
  5. Download the file using the secure download link.
Tip: For large exports covering hundreds of thousands of leads, processing may take several minutes. You can continue working in Pingtree while the export runs in the background.

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Exported Files Table

The exported files list shows all export requests for the current database source:
ColumnDescription
File NameThe name of the generated CSV file, typically including the source name and timestamp.
Requested ByThe user who initiated the export.
Requested AtTimestamp of when the export was submitted.
Completed AtTimestamp of when the file was ready for download.
StatusCurrent state of the export job.
Lead CountThe number of leads included in the export.
DownloadA secure link to download the CSV file once ready.

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Export Statuses

StatusDescription
PendingThe export request has been received and is waiting to be processed.
ProcessingThe system is actively generating the CSV file.
CompletedThe file is ready and available for download.
FailedThe export could not be completed. Contact support if this persists.

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Filtering Leads Before Export

You can control which leads are included in an export by applying filters before clicking Export:
FilterDescription
StatusExport only leads with a specific status (e.g., Active, Sold).
Date RangeLimit the export to leads created within a specific time window.
AttributeExport leads tagged with a specific attribute.
Search QueryExport only leads matching a name, email, or phone search.
The active filters at the time of the export request determine which leads are included. No leads outside the filtered scope will appear in the download.
Tip: Always confirm your filter selection before submitting the export. Once submitted, the export is based on the filter state at that moment — changing filters afterwards does not affect an already-queued export.

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Downloading Exported Files

Exported files are available via secure, UUID-based download links. These links are:
  • Unique per export: Each file has its own link that cannot be guessed.
  • Time-limited: Download links may expire after a set period. Download the file promptly after it is ready.
  • Access-controlled: Only users with appropriate permissions for the database source can access the download link.
To download a file:
  1. Open the Exported Files tab within your database source.
  2. Find the completed export in the list.
  3. Click the Download button.
  4. The CSV file will download to your local machine.

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Export File Format

Exported CSV files include:
  • One row per lead.
  • All system fields (name, email, phone, address, status, etc.).
  • All custom fields defined for the database source.
  • Attribute values as additional columns.
  • Metadata columns: created_at, updated_at, source_id.
The first row of the CSV contains column headers matching the field keys used in the Pingtree API.

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Export History

The Exported Files tab retains a history of all exports, allowing you to:
  • Re-download a previously exported file (if the link has not expired).
  • Audit which users exported data and when.
  • Track how frequently data is being extracted from the source.
Tip: If you need to share exported data with an external partner, download the file first and share it directly. Do not share the Pingtree download URL, as it may be access-controlled to your session.