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Exporting Reports – Explorer Plan Changes
Effective March 4, 2025, the Free Explorer plan will no longer support report exports.
‼️ Important: If you were a Free Explorer customer before March 4, 2025, you’ll keep your current export functionality until July 1, 2025.
Still need exports? If your partner is a Supernode or Enterprise customer, you will automatically receive an Account Mapping Pass, which allows you to export up to 100 records. Click here to learn more.
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.
Estimated Exports in Integration Settings
From the Integration workspace, open the integration settings to see an estimated number of Record Exports. These estimates are designed to help users understand the potential impact on their Record Exports before finalizing the data push options in your settings.
How Estimates Are Calculated:
The estimate is based on the number of matches found
The estimate number does not reflect the exact number of unique records that will be exported when settings are saved
As a result, the estimated export count is often higher than the actual number of records deducted from the user’s export limit.
✍️ 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, and click Talk to Sales.
Monitor Record Export Limit
Record Export Limit Trackers
On the Plan & Billing, Integrations, and Populations pages, you will find a Record Export Limit alert banner when you have used 90% of your Record Export limit. When your account reaches 100%, the integration data flow will be disabled.
Click on the Learn more button from any workspace to see the detailed Record Export Summary
Click the Contact us button to increase the number of Record Exports in your account
Record Export Summary
On the Plan & Billing, Integrations, and Populations pages, locate the Record Export alert banner. Click the Learn more button to see a detailed summary of Record Exports.
In the Record Exports Summary, users can view:
Integrations: See which integrations receive data and the unique records sent to each
Click the Arrow next to the integration name to be redirected to the integration settings, assess the data being pushed and adjust as needed
Unique records by Population: Helps users plan and adjust export limits effectively
Click the Arrow next to the Population to open the Population builder filters and adjust filters as needed
Usage alerts: Yellow and red banners appear at 90% and when limits are exceeded, advising users to contact Crossbeam support
14-day export activity: Shows recent export spikes (not unique record count) and where those exports were sent
In the Recent Exports table, click on the Date to sort by date or Exported to sort by amount of exports
This Record Exports Summary allows users to monitor and manage exports more efficiently.
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
Banner Notification
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.
Email Notification
An email will be sent to the Crossbeam Admin user once an account has exceeded 75% of the Record Export limit.
Click the Review my Account button to be redirected to your Crossbeam account and explore your account options.
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?
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Will any integrations be excluded?
Yes, Slack Integration, all Crossbeam Copilots, and Crossbeam for Sales are excluded from the Record Export limits.
🎓 Head over to Crossbeam Academy to dive deeper into Record Exports.
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