There are two different ways of exporting your data to excel. Choose the right one depending on your current need.

1) Filtered exports for quick reports and listings

At times, you may want to export a (sub)set of your deal, company or contact data to be used as ad hoc reports or maybe uploaded to your email outreach processes. To achieve this,

  1. Navigate to the respective main section in the main navigation bar (Deals, Companies, People). Note: If you are in the "Deals"-section, make sure you have selected the "Table" view.
  2. Use the filtering options in the left sidebar to set you filtering rules
  3. Use the "Columns" button to select the set of visible (and exported columns)
  4. Hit "Save as Excel"!

2) Complete data export ("Data Dump")

You can always download your entire data set with just one click for any reason. Simply.

Go to Company account, in the main menu bar

From the Company account page, navigate to the bottom where you see Data and click "Export data to Excel"

Then you can click on "export all data" and you should have all of your data in excel format.

Notes:

  • For bandwidth and security purposes, you can download the data only once per 24 hours
  • The downloaded excel contains hyperlinks to your documents stored in AWS. Simply click the links to download your files.
Did this answer your question?