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Three things export your data from the app, straight to your computer: your Contacts and your product catalogue as CSV, and individual invoices as PDF. Automation flows also export as .json. There is no Excel export, and no scheduled or emailed report — anything beyond those comes out of the REST API. Exports are not gated by your plan. What you can export depends on your role and permissions — see Roles and permissions.

Contacts

Your contact list as salesbot-contacts.csv.

Products

Your product catalogue as salesbot-products.csv.

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Export your contacts

The contacts export gives you every contact in the workspace — not just the ones who have messaged on the channel you’re currently viewing. Contacts belong to the workspace, not to a channel. The file is salesbot-contacts.csv with these columns:
The country_code column is always empty, on every row. It exists so the export matches the layout the contacts importer expects — the country code is already part of phone. Don’t build anything that reads it.
The file is written for round-tripping: you can edit it and feed it back through the contacts importer. See Contacts overview for how importing handles duplicates.

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Export your products

The products export is the whole catalogue, every time — it has no filters and ignores whatever you’re looking at on screen. Products come out in the order they’re sorted in the catalogue. The file is salesbot-products.csv and covers name, sku, price, cost_price, currency, tax_rate, tax_inclusive, track_stock, stock_quantity, low_stock_threshold, category, active and description. Services and Plans do not export. Only products do.

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What doesn’t export

Overview has no export. The KPI cards, the Message volume chart, the Broadcast funnel, Flow outcomes and Contact sources are on-screen only. If you need those numbers in a spreadsheet, read the underlying records through the API and do your own totals.
None of these have a download button in the app. Pull the records through the API instead. Invoices are the exception: an individual invoice downloads as a PDF from Finance → Invoices → the row’s dropdown → Download PDF. There is no bulk invoice export.
Survey answers are used to route the conversation — each score sends the contact down its own branch of your flow — but they are never stored as a score you can total up or export. If you need CSAT reporting, have the flow write the outcome somewhere you can query, such as a tag or a custom field. See CSAT.
DMLY doesn’t email you a report or drop a file anywhere on a timer. Every export is something you download yourself, when you ask for it.

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Get the rest through the API

For anything without an export, the REST API is the route. It returns JSON, so it suits a spreadsheet tool that can import from a URL, a reporting tool, or an automation platform like n8n.
1

Create an API key

Keys are minted per workspace and carry the workspace with them, so no workspace ID appears in any URL. See Authentication.
2

Call the endpoint you need

Browse the API reference for contacts, appointments, invoices, payments and the rest. Lists paginate, so page through them for a full extract.
3

Or get pushed to instead of pulling

If you want a running record rather than a snapshot, subscribe to webhooks and have each event land in your own system as it happens.
An API key gives full access to everything in the workspace, including contact phone numbers and conversation content. Treat it like a password, and read Data and privacy before you move contact data out of DMLY.