Every Tag and Note Travels With the Export
CSV exports of your leads, bookings, and purchases include your own tags and notes columns, not just the raw order data — so your organizing work moves with you into a CRM, spreadsheet, or mail-merge tool.
By Keepp Team
An export that only gives you back the raw data you started with isn’t much of an export — if you’ve spent time tagging hot leads, flagging repeat customers, and writing notes on specific orders, a CSV that drops all of that on the way out means redoing the same organizing work a second time in whatever tool you exported into. That’s the difference between an export as an afterthought and one that actually respects the work you did inside the platform.
Every CSV export of your leads, bookings, and purchases on Keepp includes the tags and notes columns alongside the rest of the record — so the labels and context you’ve already built travel with the data, not just the data itself.
What’s actually in the file
Each export is a standard RFC-4180 CSV — the same format Excel, Google Sheets, and every CRM import tool expects, with proper quoting so a note containing a comma or a line break doesn’t corrupt the row around it. Alongside the core columns (contact info, dates, status, amounts), every row carries its tags — joined into one field, semicolon-separated if there’s more than one — and its notes, full text, exactly as written.
That means a spreadsheet built from an export isn’t a blank slate you have to re-tag from scratch. It’s already sorted the way you sorted it in your dashboard: filter the spreadsheet by the tag column and you’re looking at the same “hot-lead” or “repeat” group you built by hand, now inside whatever tool you exported into.
Where this matters in practice
- Importing into a CRM. Most CRMs have their own tagging or segment system. Bringing tags in with the import means a lead you already marked
hot-leadin Keepp doesn’t need to be manually re-flagged inside the CRM — the label is already sitting in its own column, ready to map. - Mail-merge and follow-up campaigns. Filter an export down to a tag —
repeat,vip, whatever you use — before running a mail merge, so a targeted follow-up only reaches the customers it’s actually meant for, instead of everyone on the list. - Handing records to an accountant or a teammate. Notes often carry context a spreadsheet’s raw numbers can’t — why a refund happened, what a custom order included. Exporting that context alongside the transaction means whoever you hand the file to isn’t calling you to ask what a row means.
The export itself
Exports are capped at 10,000 rows per file — if a list is larger, narrowing the date range or filtering by tag before exporting brings it under the cap; a truncated export always says so explicitly in the file rather than silently cutting off. Filtering by tag before you export also means you can generate a focused CSV — just the vip customers, just this month’s needs-follow-up bookings — instead of exporting everything and filtering after the fact.
This is part of the same principle covered in a Keepp page never locks you in: your data, including the organizing work you’ve put into it, is exportable on demand — not something you have to negotiate your way out of the platform to get back.
Common questions
Do I need to tag records before exporting, or can I add tags after the fact? Either — tags and notes are included in whatever state they’re in at the time you export, so you can tag as you go or do a tagging pass right before exporting.
What happens to a tag with a semicolon or comma in it? Tags are plain text without punctuation restrictions on separators like that, but the export format quotes fields correctly per CSV rules, so a note containing commas or line breaks won’t misalign the columns around it.
Can I export just one record type, like only purchases with a specific tag? Yes — exports are per record type (leads, bookings, or purchases), and you can filter by tag before exporting to get just the subset you need.
Where to start
Tag a handful of records the way that’s useful to you, then export that list to see your own labels come through in the file. Tag and note your leads, bookings, and purchases if you haven’t started yet.
Export your tagged leads, bookings, and purchases at keepp.link — free to start.