In this article:
What are Record Exports?
Record Exports allow users to transfer enriched data from Crossbeam, gathered through account mapping activities, and transfer it to external platforms, such as data warehouses (e.g., Snowflake), integrations, and CRMs for further analysis.
Each record is counted once per subscription term, regardless of the number of integrations, destinations, partners, or overlaps. Even if a record undergoes multiple updates within that subscription term, it still counts only once.
✍️ Note
Slack Integration, all Crossbeam Copilots, Crossbeam for Sales are excluded from the Record Export limits.
Record Export Limits
Explorer Plan:
Restriction of 100 rows per CSV Report export
there is no Record Export Limit
Outbound integration platforms are unavailable on this plan
Connector Plan:
Record Exports are limited to 5,000
CSV exports will be disabled when Record Exports limits are reached
Supernode Plan:
Customizable Record Export limits
CSV exports will be disabled when Record Export limits are reached
Record Exports and Greenfield:
The New Accounts for You report contains Greenfield records that will count towards record export limits
Records on New Accounts for Your Partner report will not count towards limits, because these are records that already exist in an orgs data source
CSV file and Google Sheets:
Adding a new CSV and/or Google sheet data, will be counted as new records
Updating and/or deleting current CSV or Google Sheet data will not count as new records
If you delete a CSV or Google Sheet and later upload the same CSV or Google Sheet, this will count as a new CSV or Google sheet data, and will be counted as new records
✍️ Note
Your Record Export limit will reset annually based on your contract date. To increase your account Record Export at any time, visit the Plan & Billing workspace, and click Talk to Sales under the Record Export Summary.
Monitor Record Export Limit
Record Export Limit Trackers
On the Integrations workspace and the Plan & Billing workspace, you will see a notification warning you of the Record Export limit when you have used 90% of exports. Once the account has reached the 100% limit, the integration data flow will be disabled.
Click the Talk to Sales button to increase the number of Record Exports in your account.
Record Export Summary
On the Plan & Billing workspace, is the Record Export Summary. This section provides a current amount of Record exports completed out of the total amount available to your account plan.
Click the Talk to Sales button to increase the number of Record Exports in your account.
Maximize Record Exports
❗️Important
The initial Record Export when setting up an integration will also count towards the Record Export limit for your account.
Crossbeam Record Exports can be monitored here. Once you hit the Export Limit, Crossbeam insights will stop flowing into external tools.
To maximize the value of the records you export from Crossbeam:
Apply Appropriate Report Filters: Make sure to export reports containing the Crossbeam insights you need
Adjust Integration Settings: Set up and maintain integration settings by choosing which records to send to external tools
You can modify partners and Populations to export for each integration in the Integration Settings
Utilize Crossbeam Copilot: Copilot delivers Crossbeam insights directly to your GTM teams in the tools you use most, helping you avoid unnecessary Record Exports
Leverage the Account Mapping Matrix: The Account Mapping Matrix is designed to provide quick insights directly from your Crossbeam account without exporting any records
Use the Account Mapping Matrix to view aggregate overlap data or create quick reports to review
Diversify your Data Sources: Build Populations using CRM data and use CSV files as data sources only when necessary
Remember, each row in a new CSV is considered a new record, even if the account was exported before
Learn more about maximizing Record Exports in Crossbeam Academy.
Notifications
Crossbeam notification banners will appear in the app when 90% or 100% of the data limit has been met.
Click the Talk to Sales button to increase the number of Record Exports in your account.
FAQ
What happens to integrations when an account hits its limit?
When an organization reaches its limit, data exports are blocked, and updates to existing exported data are halted. Integrations are paused completely, with no further CSV exports allowed. Your record export limit will reset annually based on your contract date.
What does “record” mean for different data?
|
|
|
|
|
|
Will any integrations be excluded?
Yes, Slack Integration, all Crossbeam Copilots, and Crossbeam for Sales are excluded from the Record Export limits.
🔗 Related articles