Exporting Your Data

Article author
Laurie Laidley
  • Updated

To Export Your Data as a CSV

  • 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 Export as CSV.

exportCSV.png

 

To Export Your Data to Salesforce

You will need to have our Salesforce Integration 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 Sync to Salesforce.

exportSF.png

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.