Exporting Your Data

Article author
Laurie Laidley
  • Updated

To Export Your Data as a CSV or XLSX

  • From the Data Campaigns page, click on the campaign where you wish to export data.
  • You will then be directed to the Campaign 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 (that's the topmost checkbox).
    • Click on the Export Selected button on the top right.
    • Choose Export as CSV or Export as XLSX as required.

xlsx_csv_download.gif

 

To Export Your Data to CRM

You will need to have Salesforce or Outreach connected and set up prior to export.

  • From the Data Campaigns page, click on the campaign where you wish to export data.
  • You will then be directed to the Campaign 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 (that's the topmost checkbox).
  • Click on the Export Selected button on the top right.
  • Click on Sync to Salesforce or Sync to Outreach (Depending on your CRM integration).

export_crm.gif

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