Exporting Data

You can easily export data in your Daisychain account.

Exporting People Data

You can easily export data stored in Daisychain from the People section as CSV files. Here's how:

• Navigate to the People section.

• Optionally, filter your list if you only want to export a subset of your people. (Note that selecting people using checkboxes will not affect who does/doesn't get exported.)

Click the three dots, and select the "Export" link, and a CSV file will be generated and emailed to you.

Exported CSVs will include columns for:

• A Daisychain ID #

• All standard fields

• All custom fields

• Tags

• Date created

• Date updated

• Latitude and Longitude

SMS subscription fields

• sms_subscribed — True/false. true means the contact has an active SMS subscription (they have a subscribed date and haven't opted out). false means they're either not subscribed or have opted out.

• sms_subscribed_at — The date/time the SMS subscription was created.

• sms_subscription_source_kind — How the SMS subscription came to be. Common values: data_entry (added by hand in Daisychain), upload (CSV import), web (a web form), sms (they texted in / replied), api, merge (created when two records were merged), or the name of the integration it came from (actblue, actionnetwork, everyaction, controlshift, mobilize_america, fundraise_up).

• sms_opt_out — True/false flag for whether the contact is currently opted out of SMS.

• sms_opt_out_reason — Why they're opted out. Values include manual (opted out by a team member), automatic sms stop, they texted STOP and the carrier processed it), ai_auto_opt_out (our AI detected an opt-out request in their reply), invalid_phone / invalid_phone_type (the number isn't textable, e.g. a landline), phone_opt_out, or upload (marked opted out in an import).

• sms_opt_out_at — The date/time the opt-out was recorded.

Email subscription fields

• email_subscribed — True/false, same logic as SMS: an active email subscription with no opt-out.

• email_subscribed_at — The date/time the email subscription was created.

• email_subscription_source_kind — How the email subscription was created.

• email_opt_out_at — The date/time of the email opt-out (blank if they haven't opted out).

• email_opt_out_reason — Why they're opted out of email — typically email_click (clicked unsubscribe), email_bounce (the address bounced), email_spam (marked as spam), manual, or upload.

A couple of things worth noting: the *_at and *_reason fields are only populated when that event actually happened, so a blank just means it doesn't apply (e.g. an empty sms_opt_out_at means they haven't opted out). And "subscribed" is always derived from having a subscription date and no opt-out — so it's the quickest single column to look at for "can I currently contact this person."

Exporting Message Data

You can export your account's SMS message history and opt-out list as CSV files. To access these exports, navigate to Settings > Account > Exports.

You'll see two export options:

All SMS Messages

A complete export of all incoming and outgoing SMS messages for your account. Click the button to generate a CSV file, which will include the following columns:

• id — Unique message ID

• conversation_id — The conversation the message belongs to

• direction — Whether the message is incoming or outgoing

• status — Delivery status (e.g., delivered, undelivered)

• error_code — Error code, if applicable

• external_id — The message ID from the carrier

• from — The sending phone number

• to — The receiving phone number

• body — The message content

• segment_count — Number of SMS segments

• billing_kind — Whether the message was billed as sms or mms

• phone_number_type — The recipient's phone type (e.g., mobile)

• carrier_name — The recipient's carrier

• broadcast_name — The name of the campaign, if the message was part of one

• broadcast_id — The campaign ID, if applicable

• opt_out_reason — If the message triggered an opt-out, the reason

• person_id — The Daisychain person ID associated with the message

• card_id — The card ID, if applicable

• automation_execution_id — The automation execution ID

• automation_id — The automation ID, if applicable

• accepted_at — When the message was accepted by the carrier

• created_at — When the message was created

SMS Opt Outs

A list of all phone numbers currently opted out of receiving SMS messages from your account. This CSV includes:

• phone_number — The opted-out phone number

• created_at — When the opt-out was recorded