Export memberships

Export your project's account memberships, with details like permissions, legal-representative status, and invitation state. Useful for periodic audits, reporting, and reconciliation with your own systems.

Choose how to export

OperatorsFrom the DashboardManual .csv export from the Dashboard. For ad-hoc reporting and audits.DeveloperUsing the APIProgrammatic export with the exportAccountMembershipData mutation; a download link is emailed to you. Build it into reporting pipelines.

Before you start

Exports cover all of your project's account memberships. To narrow the export, filter by account, member email, permissions, or membership status.

Review the memberships concept for the full model.

What's included in an export

Every export contains the same fields, regardless of path:

• Membership ID, email, permissions, and legal-representative status
• Account ID and account name
• Invitation status (pending, accepted, suspended, or disabled)
• Created and last-updated timestamps
• Binding errors, if any

After you export

After you finalize your export, whether from your Dashboard or using the API, a link to download the export is sent to you by email. You must be logged in to download the .csv export file.

Download links are valid for seven days, after which you need to generate a new export.

Sharing the download link

If you forward someone the email with the download link, they can only use it if they also have access to the Dashboard. Otherwise, an error occurs.

Instead, consider downloading the document and sending it to them.