---
schema_version: "1"
id: 6745dfec5092837b4362ee7f756d608b02d602b2889d9cfafed0b930b70dd713
title: Export Sales Plans for Other Systems
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/legacy_sales_planning_activation_export.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.legacy_sales_planning_activation_export.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a97c5e776af8edabc6fec7776bbfa68b243746a33bc7b9dbaedf16fba06aeb4e
description: Pack up your sales plans in CSV files directly in Legacy Sales Planning. Import that data into proprietary and third-party systems. Choose the hierarchy level that you export to CSV files, which can include assignments and allocations.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Export Sales Plans for Other Systems

Pack up your sales plans in CSV files directly in Legacy Sales Planning. Import that data into proprietary and third-party systems. Choose the hierarchy level that you export to CSV files, which can include assignments and allocations.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available for an additional cost in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Sales Planning in English only, and only if you have Web Services API enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d74785e70">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d74785e70 ">To export plans:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d74785e70 ">
              <p>Data Pipelines Base User permission set license</p>
              <p>Data Pipelines Base User permission
                set</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Sales Planning permission set</p>
            </td>

          </tr>
        </tbody>
      </table>

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/images/icon_important.png)

Important

Feature is scheduled for retirement as of Summer'26. See [Sales Planning version 1 Retirement](https://help.salesforce.com/s/articleView?id=005224374&type=1&language=en_US)

1. Open the sales plan you want to export.
2. Click next to the hierarchy level you want to include in your CSV file and select **Export to CSV**.
    
    Sales Planning includes up to 10,000 records each time you export to CSV files.
    
    ![Export sales plan to csv file](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/sales_planning_export.png)
3. Click **Download** next to the option that you want to export, such as hierarchy, allocation metrics, or assignment objects.
    
    ![Download a sales plan csv file.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/sales_planning_export_download.png)
    
    Sales Planning downloads a CSV file that you can import into other systems.