Data guides
Clari: see how much data you have, then export it.
Pick a system to see two things: how to check how much data is in it, and how to export a copy. No form, no sign-in.
Clari
CRM & sales
How to see how much data is in Clari
- Know that most Clari forecast and pipeline data mirrors your CRM, so size it there
- If you use Clari Copilot, open the call library and note how many recorded calls there are
- Ask your Clari admin or CSM for a record count if you need one
Record only data that exists solely in Clari (call recordings, forecast notes); we could not find public help docs showing a size or count page.
How to get a copy of your Clari data
- Create an API token in Account Settings → API Token (ask your CSM if it is missing)
- Request a forecast or activity export through the Export API
- Check the export job until its status is DONE
- Download the results file
Clari's documented bulk export runs through its Export API, using a token from Account Settings → API Token. Forecast data comes as CSV or JSON, and activity data as JSON.
This route needs someone comfortable with APIs, and your CSM may need to enable the token tool. Deal records usually live in your CRM, so export them there.
These instructions are written by DataFrenzy from each vendor’s public help pages. Menu names can vary by plan and change over time; the official link on each guide is the final word. Screenshots come from each vendor’s own help pages and videos or, where noted, from third-party tutorials credited under the image; dashed outlines are illustrations, not screenshots. Looking up a size or preparing an export never sends anything to DataFrenzy.