Exporting Your Data

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.

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).