Exporting Your Data

To Export Your Data as a CSV

• From the Segment Overview, click on the segment card of the segment where you wish to export data.
• You will then be directed to the Segment Detail where you can:
  • Use filters to show desired data.
    • For more information on filtering data, refer to Sorting & Filtering Your Data.
  • Select the desired records by using the checkboxes to the left.
    • You can also use the Select All checkbox.
  • Click on Export, and then click CSV.

To Export Your Data to Salesforce

You will need to have our Salesforce Integration connected and set up prior to export.

• From the Segment Overview, click on the segment card of the segment where you wish to export data.
• You will then be directed to the Segment Detail where you can:
  • Use filters to show desired data.
  • For more information on filtering data, refer to Sorting & Filtering Your Data.
  • Select the desired records by using the checkboxes to the left.
  • You can also use the Select All checkbox.
• Click on Export, and then click Salesforce.