Skip to content

Help Center / Customers

Export a table to CSV

Save any list in your dashboard as a spreadsheet. Includes the one limit to know about, and how to get more than one page of rows.

4 min read · Updated November 10, 2026

Screenshot of the Slate partner dashboard: Export to CSV

You can save most lists in your dashboard as a CSV file, a spreadsheet that opens in Excel, Numbers or Google Sheets. The export includes only the rows loaded on the page you are looking at.

Export a list

Open the list

For example, select Customers in the menu on the left.

Show more rows per page

Scroll to the bottom of the table. Next to Show, choose 100. See the next section for how.

Select the Export icon

It is the download icon at the top right of the page.

The Customers page with the Export icon numbered
  1. Export (download icon): opens the export box. Its tooltip reads "Export CSV".

Choose your filter and select Export

The Export customers box with the Type filter, the Export button and the Cancel button numbered
  1. Filter: on Customers this is Type. Choose All types, Businesses or Persons. Other lists filter by Status.
  2. Export: saves the file. The shortcut is Cmd+Enter on a Mac, or Ctrl+Enter on Windows.
  3. Cancel: closes the box. The shortcut is Esc.

Open the file

Your browser downloads the CSV. A message at the top confirms how many rows it holds, for example Exported 25 customers.

The message Exported 25 customers at the top of the Customers page

Get more than 25 rows

Raise the page size to 100

At the bottom of the table, find Show 25 per page.

The bottom of the Customers table with the per page picker numbered and the page numbers on the right
  1. Show [number] per page: the number of rows loaded. Choose 10, 25, 50 or 100.

Open the picker and choose 100.

The per page picker open with 10, 25, 50 and 100, and 100 numbered
  1. 100: the most rows one page can hold.

Then select the Export icon as before. In our test, the same list exported 25 customers at 25 per page, and all 47 at 100 per page.

If you have more than 100 rows

Export one page at a time:

  1. Set Show 100 per page.
  2. Select Export and save the file.
  3. Select page 2 at the bottom of the table.
  4. Select Export again.
  5. Repeat until the last page, then join the files in your spreadsheet.

Which lists have an Export button

  • Customers
  • Offers (Capital and Credit)
  • Applications (Capital and Credit)
  • Financing (Capital), and Financing under Credit, where the box says Export draws
  • Credit accounts, where the box says Export credit lines

Intelligence, Early Wage Access, Team and Webhooks have no export.

What is in the file

The first row holds the column names. The file is plain text with UTF-8 encoding, so accents and symbols open correctly in Excel.

The Customers file has these columns: id, external_id, type, name, email, phone, product, status, active_offer, offer_amount, offer_product, offer_expires, offer_message and underwritten_at.

If something goes wrong

"Nothing to export"

The message reads "No rows match these filters." Change the filter in the export box, or check that the list is not empty.

My file has fewer rows than my list

The export is the current page only. Raise per page to 100 and export again, or export page by page.

Related guides

Learn more about Slate Signals.

Still stuck? Email [email protected] with your account email and the screen you are on. We reply within 24 business hours.