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Record Export Limits

Understand Record Export limits in your Crossbeam account.

Joy Rudnick avatar
Written by Joy Rudnick
Updated this week

In this article:

What are Record Exports?

Record Exports allow users to take the enriched data from Crossbeam, which includes information 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 that unique record it is involved in. Additionally, each record is counted once per subscription term, even if it undergoes multiple updates within that subscription term.

screenshot of integration page highlighting export limit warning

✍️ Note

Slack Integration, Crossbeam Copilot for Salesforce, Crossbeam for Sales, and the Crossbeam Copilot for Chrome are excluded from the Record Export limits.


Manage Record Export Limits

❗️Important

Initial Record Exports will contribute to the overall Record Export Limits.

Prior to initiating Record Exports, it's crucial to assess and potentially reduce the number of Populations, as having too many Populations can quickly surpass the Record Export Limits.

Crossbeam data metering will cap your Record Exports at 100% of the data limit based on the account plan.

Your record export limit will reset annually based on your contract date.

To make the most out of your Record Exports:

  • Make your Populations tightly defined and built directly to address use cases

  • Use filters on your Crossbeam reports and carefully consider if they are complete before exporting

  • Customize data in your CRM BEFORE it pushes to Crossbeam

  • Limit the number or size of report CSV exports


✍️Note

Adding a new CSV 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, will be counted as new records.


Record Export Limits per Plan

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


✍️ Note

To further explore Crossbeam pricing plan options, click here.


Notifications

Crossbeam notification banners will appear in the app when 90% or 100% of the data limit has been met.

screenshot in Crossbeam of notification banner for record export limits

Click the Talk to Sales button to increase the number of Record Exports in your account.


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 options will be disabled.

screenshot in Crossbeam of limit tracker

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 exports out of the total amount available to their account plan.

screenshot in Crossbeam showing record export summary section

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 records mean for different data?

  • Salesforce

    • Accounts and Leads

  • HubSpot

    • Companies

  • Microsoft Dynamics

    • Accounts and Leads

  • Snowflake

    • Accounts and Leads

  • CSV

    • All rows (these are “companies” or “people”)

  • Google Sheets

    • All rows (these are “companies” or “people”)

Will any integrations be excluded?

Yes, Slack Integration, Crossbeam Copilot for Salesforce, Crossbeam for Sales, and the Crossbeam Copilot for Chrome are excluded from the Record Export limits.


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