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Export guide

How to export your Salesloft data

Last verified: 2026-10-09 · Menu names change between plans and versions; check the vendor documentation below, and we confirm exact steps with you once you qualify.

Short answer

Salesloft (sales engagement) holds cadences, emails, calls and activity history. You run the export yourself, from the app or through its API, after removing personal and confidential details. Nothing leaves your company until you approve it.

Export from the app

  1. Step 1

    Open Analytics

    Log in to Salesloft and navigate to the Analytics tab.

  2. Step 2

    Choose a report

    Select a report type such as 'Cadence Performance' and apply filters for the desired time period.

  3. Step 3

    Export data

    Click the Export button to download the report as a CSV or Excel file.

  4. Step 4

    Check the file before sharing

    Open a sample of the export, confirm the date range and record count, and flag anything personal or confidential. Don't send anything yet — we review the package together first.

Export through the API

  1. Step 1

    Create a read-only key

    In Settings -> Your Applications -> OAuth Applications, create an API token or app with read-only scopes. Keep it inside your company; never send it to SourceX.

  2. Step 2

    Use the Cadence Export API

    The /v2/cadence_export_downloads endpoint triggers an asynchronous job to export cadence data to the requesting user via email.

  3. Step 3

    Pull history in batches

    Page through records by date range, respecting rate limits. Save raw JSON to your own storage. Large histories can take several days.

Plan limits and formats#

  • Limits and formats depend on your plan and are confirmed with you after qualification.

What to leave out#

  • Names, emails, phone numbers and addresses of customers and staff
  • Passwords, API keys, tokens and other credentials
  • Payment card and bank details
  • Attachments you haven't reviewed (they often hold IDs or contracts)
  • Records covered by client NDAs, privilege or contracts that limit reuse
  • Anything you mark confidential, such as pricing or strategy

Terms to check first#

  • Your content is usually yours, but plan terms can limit bulk export, API use or automated access.
  • Check whether your plan includes the export or API features you need before starting.
  • Respect API rate limits; large exports may need to run in batches over several days.
  • Don't share admin logins. You run the export yourself, with our guidance.

Vendor documentation

What happens after the export

See what your Salesloft records are worth to AI buyers and how licensing works, step by step.

Read the Salesloft licensing guide

Related

Read why buyers want this data

See if your company qualifies

A short company assessment. No data uploads are needed.

See if your company qualifies Talk to SourceX
See if your company qualifies