Export Conversations & Messages - ExportKit

The #1 Conversation Export Tool for CRM — Trusted by 10,400+ Users

ExportKit is a conversation export and message download tool built exclusively for the CRM ecosystem. It lets agencies, SaaS operators, and white-label resellers export, back up, download, and migrate conversations across all six messaging channels — SMS, Email, WhatsApp, Facebook Messenger, Instagram DM, and Google Business Messages — into structured CSV or JSON files.

Every conversation your business has contains data that matters. Client commitments. Compliance evidence. Campaign performance signals. AI agent interactions. Without a reliable way to export and download those conversations out of CRM, that data is locked away when you need it most.

ExportKit changes that.

Install for free, select the conversations you need, and export them as structured CSV or JSON files in minutes — even if you're working with millions of messages. No subscriptions. No per-seat fees. Just fast, reliable conversation exports built specifically for CRM.

Whether you need to export conversations for a compliance audit, back up and download messages before migrating a sub-account, analyze AI agent performance, or hand a client their full communication history, ExportKit is the tool agencies and SaaS operators reach for first.

Why ExportKit?

CRM centralizes your conversations across every channel. But when it's time to get that data out — for reporting, compliance, legal discovery, migration, or analytics — you hit a wall.

Manual copying doesn't scale. API scripting takes engineering time. And most tools on the marketplace only handle basic CSV downloads with no support for large datasets.

ExportKit was purpose-built to solve the conversation export problem at scale:

• Async processing engine that handles millions of messages without timeouts or failures

• 6-channel support covering every CRM conversation type

• Dual export formats (CSV and JSON) for any downstream workflow

• 7-day secure download links so your team can retrieve files on their schedule

• Email notifications when exports complete — no need to sit and wait

• Full export history with redownload capability

• AI agent conversation capture for performance auditing and training data extraction

• Compliance-grade output aligned with HIPAA, TCPA, GDPR, and SOC 2 requirements
  

No other tool on the CRM marketplace delivers this combination of power, flexibility, and compliance readiness. That's why 10,400+ users have already installed ExportKit — and rated it 5 out of 5 stars.

Feature Breakdown

ExportKit supports every conversation channel available in CRM:

• SMS — Inbound and outbound text messages, timestamps, contact metadata

• Email — Full email threads including subject lines, bodies, and headers

• WhatsApp — WhatsApp Business messages with media references and delivery status

• Facebook Messenger — Complete Messenger conversation threads with contact attribution

• Instagram DM — Instagram Direct Message conversations tied to CRM contacts

• Google Business Messages — GBP message threads with timestamps and contact data

Every export includes the metadata you need for traceability: timestamps, direction (inbound/outbound), contact identifiers, channel type, and conversation IDs. This level of detail makes ExportKit the go-to tool for message export, conversation backup, and data portability.

Most export tools choke on large datasets. ExportKit uses an asynchronous processing architecture designed to handle exports of any size. Kick off an export of 10 messages or 10 million — the system queues, processes, and packages your data in the background. You'll receive an email notification the moment your file is ready, along with a secure 7-day download link.

This is critical for agencies managing dozens or hundreds of CRM sub-accounts. Batch your exports, let them run, and download when it's convenient.

Choose the format that fits your workflow:

• CSV Export — Open in Excel, Google Sheets, or any spreadsheet tool. Ideal for quick analysis, client reporting, and non-technical stakeholders.

• JSON Export — Structured data ready for databases, data warehouses, analytics platforms, or custom integrations. Perfect for developers and data teams.

Both formats preserve the full richness of your conversation data, including nested metadata that other tools flatten or discard.

If you're using CRM's AI features or third-party AI agents, ExportKit captures those conversations with full fidelity. Export AI agent interactions to:

• Audit AI response quality and accuracy

• Build training datasets for improved AI performance

• Document AI-assisted conversations for compliance records

• Analyze AI agent performance across channels

As AI becomes a bigger part of agency operations, having a reliable way to export and review AI conversations is no longer optional — it's essential.

Every export is enriched with channel-level analytics. See message counts by channel, identify your highest-volume conversation types, and maintain full traceability from export file back to the original CRM conversation. This is invaluable for agencies that need to demonstrate data lineage for audits or client reporting.

ExportKit maintains a full history of every export you've run. Review past exports, redownload files within the 7-day window, and track export activity across your account. No more guessing whether an export was completed or trying to recreate a file you already generated.

For agencies in regulated industries — healthcare, legal, financial services, insurance — conversation data isn't just useful. It's legally required to be accessible, exportable, and auditable.

ExportKit is designed with compliance at its core:

• HIPAA — Export and secure patient communication records with full audit trails

• TCPA — Document SMS opt-in/opt-out conversations and maintain consent records

• GDPR — Fulfill data subject access requests (DSARs) by exporting all conversation data for a given contact

• SOC 2 — Support your SOC 2 controls around data retention, access, and portability

When an auditor, regulator, or attorney asks for your communication records, ExportKit lets you respond in minutes — not weeks.

Export client conversation data for performance reports. Analyze which channels drive the most engagement. Back up sub-account data before offboarding clients. Deliver full communication archives as part of your client deliverables.

Maintain exportable records of patient communications across SMS, email, and WhatsApp. Support HIPAA compliance with structured exports that include timestamps, direction, and channel metadata. Respond to audit requests quickly and confidently.

Export conversation histories for litigation holds, legal discovery, and dispute resolution. CSV and JSON formats integrate with common e-discovery platforms. Full conversation traceability ensures you can tie every exported message back to its source.

Document client communications for regulatory compliance. Export SMS and email threads to satisfy FINRA, SEC, or state-level record-keeping requirements. Maintain auditable archives of all digital conversations.

Offer conversation export as a value-added feature for your white-label clients. Let sub-account holders export their own data on demand. Support data portability requirements without building custom export infrastructure.

ExportKit is free to install. There are no monthly subscriptions, no per-seat fees, and no platform charges. You pay only when you run an export using credits charged through the Wallet system.

Credits Per Channel:

SMS / WhatsApp / Instagram / Facebook — 1 credit per message Email — 3 credits per message

Credit Pricing (via Wallet):

0 – 1,000 credits — $0.0180 per credit
1,000 – 2,000 credits — $0.0144 per credit (20% off)
2,000 – 5,000 credits — $0.01080 per credit (40% off)
5,000 – 30,000 credits — $0.009 per credit (50% off)
30,000+ credits — $0.0054 per credit (70% off)

Getting started with ExportKit takes less than two minutes:

Step 1: Install ExportKit Find ExportKit on the CRM marketplace and install it to your account. Installation is free and takes seconds.

Step 2: Select Your Conversations Choose which conversations to export — filter by channel (SMS, Email, WhatsApp, Facebook Messenger, Instagram DM, Google Business Messages), date range, or contact.

Step 3: Choose Your Format Select CSV for spreadsheet-ready output or JSON for structured data. Both formats include full message metadata.

Step 4: Start the Export Kick off the export and let ExportKit's async engine handle the rest. You'll receive an email notification when your file is ready.

Step 5: Download and Use Access your export via a secure 7-day download link. Redownload anytime from your export history. Use the data however you need — reporting, compliance, migration, analysis, or archival.

With 10,400+ installs and a perfect 5/5 star rating, ExportKit is the most trusted conversation export tool on the CRM marketplace. Agencies choose ExportKit because it works reliably at scale, supports every channel, and delivers compliance-grade output without the complexity.

How many messages can ExportKit handle? There is no hard limit. ExportKit's async processing engine is designed to handle exports of any size — from a handful of messages to millions. Large exports run in the background so you're never blocked.

What channels does ExportKit support? All six CRM conversation channels: SMS, Email, WhatsApp, Facebook Messenger, Instagram DM, and Google Business Messages.

Is ExportKit compliant with HIPAA / TCPA / GDPR? ExportKit produces structured exports with full metadata and audit trails, supporting compliance with HIPAA, TCPA, GDPR, and SOC 2. The exports include timestamps, channel attribution, and conversation traceability needed for regulatory record-keeping.

What export formats are available? CSV and JSON. CSV is ideal for spreadsheets and quick analysis. JSON is suited for databases, data warehouses, and developer workflows.

How long are download links active? Export download links remain active for 7 days. You can redownload from your export history at any time during that window.

Does ExportKit capture AI agent conversations? Yes. ExportKit fully captures AI agent conversations across all supported channels, making it easy to audit AI performance and maintain compliance records.

Is there a monthly subscription? No. ExportKit is free to install with credit-based pricing through the CRM Wallet. You only pay when you run an export, and volume discounts up to 70% off kick in automatically as your usage grows.

How do I export CRM conversations to CSV? Install ExportKit, select the conversations you want to export, choose CSV as your format, and start the export. ExportKit processes your messages in the background and emails you a secure download link when the file is ready.

Can I download WhatsApp messages from CRM? Yes. ExportKit fully supports WhatsApp Business message exports, including media references, delivery status, and contact metadata. You can download WhatsApp conversations as CSV or JSON.

Can I use ExportKit to migrate conversations between sub-accounts? ExportKit is the go-to tool for conversation data migration. Export your conversations as structured CSV or JSON from one sub-account, then use that data to populate your new account or archive it for compliance. Essential when offboarding clients or consolidating sub-accounts.

Can I export data from multiple sub-accounts? Yes. ExportKit works across CRM sub-accounts, making it ideal for agencies managing multiple client accounts.

What is the best way to back up CRM conversations? ExportKit is purpose-built for conversation backup. Run a full export across all channels, download the CSV or JSON file, and store it in your preferred backup location. With 7-day download links and full export history, you can schedule regular backups with minimal effort.

Install ExportKit today — it's free, takes seconds, and requires no configuration. Select your conversations, choose your format, and get your data out of CRM and into the tools where you need it.

Install ExportKit now and take control of your conversation data.

After Installation, look for the ExportKit tab in your CRM's left sidebar menu to get started