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How to download data in Firmable

Learn how to manage your downloaded data.

Below is an overview of how to manage your downloads, including a step-by-step guide on how to do it and how to access your downloads. 

Learn more:

How to download data

The first time you download a record, it will use one credit. We regularly update company records with new data. However, if you download the same company record again, even if the data has been updated, it will not use any additional credits.

You can download any record from Search or Lists pages:

  • Select the Companies or People tab.
  • Apply filters to meet your search criteria.
  • Tick the checkbox next to each company or person you want to download.
  • To select several at once, click the checkbox at the top and choose Select this page, Select all results or Select range.
    Header checkbox and its dropdown highlighted
  • Click on the Download button located at the top. You can download up to 10,000 records. 
    The Search page with three companies selected and the Download (3) button highlighted
  • You will get a pop-up message stating the number of records you are about to download, and informing you that you will receive an email.
  • You also have the option of excluding previously downloaded records. Tick Exclude previously downloaded records, and any company or contact you have already downloaded won't be included.
    The Export as XLSX pop-up with the Exclude previously downloaded records checkbox and Export button highlighted

How to access your downloaded data

  • Once your download is ready to view, you’ll receive an email alert. If you don't receive that email within the next few minutes, check your spam folder.
  • You can also access your downloaded data from the Download Centre, located in the top right corner.
The top navigation with the Download Centre icon highlighted
  • In the Download Centre, you can see a full history, including progress status, of your downloads. You can download up to 10,000 records in XLSX (Excel) format.

Status column and a second around a Download action highlighted

How to manage your downloads

  • Click the Download Centre button.
    Download icon in the top nav highlighted
  • In this view, you can manage all your previous download requests and view the following parameters:
    • Download type: Method of data export, such as Download, Push to HubSpot, Push to Salesforce, Download (from uploads), Push to HubSpot (from uploads) or Push to Salesforce (from uploads).
    • Record type: People or Company Data.
    • Record count: How many records of data were exported.
    • Credits used: How many credits were used for the request.
    • Status: The outcome or current state of each data operation.
    • Request ID: Unique identifier for the specific export request.
    • Requested by: The user who made the request.
    • Date requested: Time stamp when the data export request was initiated.
    • Action: Download or Refresh (for a download request), or View stats (for a push to your CRM). Refresh only uses credits for records your organisation hasn't already paid for.
      Column header row highlighted