How to export your leads and calls as CSV

You own your data

BookFlow AI gives you one-click exports of every meaningful object in your account. Use them for backups, pipelines into your data warehouse, or moving data to another tool if you ever need to.

Exporting leads

Go to **Dashboard → Leads → Export CSV** (top right). A file named "bookflow-leads-YYYY-MM-DD.csv" will download instantly. Each row contains:

• name, email, phone, source, status
• lead_score, sentiment
• booked_at (if the lead has a meeting scheduled)
• created_at
• call_summary (full text of the last AI call summary)

The export is scoped to your account — you will never see another customer's leads.

Exporting call recordings and summaries

Go to **Dashboard → Recordings → Export CSV**. The file "bookflow-calls-YYYY-MM-DD.csv" contains:

• lead_name, lead_phone
• status (booked, no-answer, callback, not-interested)
• duration_sec
• lead_score, sentiment
• booked_at, created_at
• summary (full AI-generated call summary)

Note: the CSV does **not** include the raw audio files. Audio files can be accessed one at a time through the Recordings page playback UI. For bulk audio downloads, contact support.

Exporting appointments

The Appointments page does not have a direct CSV button yet, but you can:

1. Export the Leads CSV 2. Filter in Excel or Google Sheets for status equal to "booked" 3. The booked_at column has all the meeting times

Alternatively, connect your Google Calendar or Outlook — every BookFlow-booked meeting is already in your calendar system.

Exporting everything at once

For a full account dump, open the support widget and ask for a **full data export**. We will send you a ZIP file containing:

• All leads (CSV)
• All calls (CSV)
• All recordings (audio files)
• Your Build Your Agent configuration (JSON)
• Your integrations and settings (JSON)

Processing time: usually within 24 hours. GDPR data subject requests are handled the same way.

How often should I back up?

Most customers do not need manual backups — BookFlow AI backs up its own database hourly and Paddle handles payment records separately. But if you want a weekly local CSV snapshot for peace of mind, set a calendar reminder and download the two CSVs above. It takes 30 seconds.

File format details

• **Encoding:** UTF-8
• **Delimiter:** comma
• **Quoting:** RFC 4180 (fields containing commas, quotes, or newlines are quoted, internal quotes are doubled)
• **Line ending:** LF

Any modern spreadsheet or data tool (Excel, Google Sheets, Numbers, BigQuery, Snowflake, dbt) will parse these files correctly.