---
schema_version: "1"
id: 0bd52ec16879b5dd54d0917a0e7b3dad14429d44aee04898bf0a166b53786f39
title: Export Quota 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/quota_planning_export.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.quota_planning_export.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8b2210cde1bad021103e873b8b338ed4891da0dc05a30e77d27dd519ea6339cc
description: Pack up your quota plans in CSV files directly in Sales Planning. Import that data into proprietary and third-party systems.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Export Quota Plans for Other Systems

Pack up your quota plans in CSV files directly in Sales Planning. Import that data into proprietary and third-party systems.

### 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="d53853e70">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d53853e70 ">To export plans:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d53853e70 ">
              <p>One of these:</p>
              <ul>
                <li>Sales Planning Admin permission set</li>

                <li>Sales Planning Ops Manager permission set</li>

                <li>Sales Planning Ops Analyst permission set</li>

              </ul>
              <p>AND</p>
              <p>One of these:</p>
              <ul>
                <li>Query for Datapipelines User for Sales Planning permission set</li>

                <li>CRM Analytics Plus User permission set</li>

                <li>CRM Analytics Growth User permission set</li>

              </ul>
            </td>


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

1. In Sales Planning, open the segment that includes the quota plan you want to export.
2. Select the quota plan, and then click **Export**.
    
    ![Option to export the quota plan](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/quota_planning_export.png)

Sales Planning exports your quota plan to a CSV file.