In some cases, users may wish to export the analysis performed in Transfer back to a CSV file for use outside of DataGroomr. The Export Records option is accessible from the dataset’s extended menu.


Step 1: Choose Which Records to Export

Clicking Export opens the Export records dialog.
Select which records you want to export — matched, unmatched, or imported — depending on your dataset and needs.
You can include CSV records, Salesforce records, or both.


Step 2: Choose Which Fields to Include

Next, choose the fields to include in your export. Options include:

  • Record IDs only — exports a CSV containing only Salesforce Record IDs.

  • Displayed fields — exports only the columns currently visible in the dataset view.

  • All Salesforce fields — exports all available fields for each record.

Additional options include:

  • Include verification data — adds verification results to your export.

  • Include tags — adds record tags for use in external analysis or reporting.


Step 3: Confirm and Export

Once you’ve made your selections, click Next, then Confirm to generate the CSV.


Notes

  • Exports now complete reliably even when reference fields point to objects without a Name field.

  • The new “IDs Only” export type supports generating lightweight CSVs containing only record IDs.

  • The Export Tags enhancement allows users to include tag data in CSV exports, enabling external reporting or analysis while preserving dataset classification context.