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How to find Schema Name of a Lead field?

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Navigate to My Account -> Settings -> Customization -> Lead Fields.  You will see schema name for each lead field as illustrated below.

Schema Name

How to Export Your Leads/Lead Details?

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1. Feature Overview

LeadSquared gives you full control over your lead data by allowing you to export leads directly from the Manage Leads and Smart Views pages. Exported data is delivered to your registered email address in CSV format, making it easy to analyze, back up, or share lead information outside the platform.

You can choose to export:

  • All lead fields available in your account, or
  • Only selected lead fields, based on your requirements.

Lead export supports both system and custom lead fields, while maintaining safeguards to protect your data and ensure secure file handling.

Note:

  • By default, you can export up to 1 lakh (100,000) leads from your account. To increase this limit to 5 lakh (500,000) leads, contact your account manager, or write to support@leadsquared.com.
  • Even when you give us support access to your account, our representatives don’t have the ability to export your data.
  • The downloaded CSV file, when opened in excel or similar applications, should not require any special permission to view data. For example, “asking permission to run macros”. If you find such instances, please report them back to us at support@leadsquared.com or connect with your account manager.
  • If the value of a field starts with the following characters + , – , = , | , @ they will be enclosed within quotes in the exported CSV file. This is done to prevent issues that may arise in Excel (such as format issues, excel injections, etc.) as a result of special characters in the cells.

 

2. Prerequisites

You won’t be able to export leads if your administrator has restricted export access through permission templates. If you don’t see the export option, contact your administrator.

 

3. How It Works

  • Lead exports are processed in the background.
  • When you submit an export request, LeadSquared compiles the selected lead data into a CSV file.
  • The exported file is sent to your registered email address.
  • You can export:
    • All lead fields or selected lead fields
    • Leads from the Manage Leads page, Smart Views, or Static Lists
    • Standard and custom lead fields
  • You can track the status of your export request from Settings>Profile>Request History.

 

4. Export Your Leads from Manage Leads Page

  1. From your dashboard, go to Lead Management>Leads.
  2. Hover over the Actions icon on the top right corner of the page and select Export Leads.
  3. On the Export Leads pop-up, choose whether you want to export All fields or Selected Fields.
    • If you’ve chosen All fields, all the lead fields across all pages will be exported into the CSV file.
    • If you’ve chosen Selected Fields, only the lead fields you select will be exported into the CSV file –
      1. On the popup, click the relevant fields under Available Fields.
      2. Rearrange the chosen fields under Selected Fields.
  4. Click Export when you’re done.
  5. Your export request will be queued and you can check the status from the Request History page. On this acknowledgement popup, click Ok.
Note: All the date-time fields you export will be displayed in the time zone configured in your LeadSquared account. You can edit the time zone and other profile settings from Settings>Profile.

Leadsquared - Export Leads

 

5. Export Your Leads from Smart Views Page

Smart Views on LeadSquared provides a centralized workspace where users can create customized tabs using filters and conditions to view only the records relevant to their work upfront. To export leads from specific Lead Smart View tabs –

  1. Navigate to Lead Management>Smart Views.
  2. Select the relevant Lead Smart Views, hover over the Actions icon on the top right corner of the page and click Export Leads.
  3. Follow the same steps as mentioned in the previous section and your request will be processed.

Leadsquared - Export Leads

 

6. Export a Specific List of Leads

If you want to export a selected set of leads, navigate to Lead Management>Lists and create a static list with the relevant leads you want to export. Then, export them into a CSV file. For more information on Lists and List Actions, refer to Export Lists.

Leadsquared - Export Leads

 

7. Check the Status of Your Export Request

To view the status of your export request –

After the request completes, the CSV file will be sent to your registered email address in ZIP format.

Note: You can export up to 100,000 leads using the Export option. If you want to export more than 100,000 leads, see How to Export More than 1 lakh leads.

LeadSquared - Export Leads

 

8. Export Lead Fields

Lead fields store the information associated with your leads such as contact details, lead source, lead stage, custom attributes and other business-specific data. Exporting lead fields helps Admins review and document the field configuration in their account and support integrations or migration activities. To export lead fields from you account –

  1. Navigate to Settings>Leads>Lead Fields.
  2. Click Export. Your Lead Field data will be downloaded as a CSV file.

Note:

  • Only admins have access to Lead Fields.
  • Only the following values will be exported when you export lead fields –
    • Display Name
    • Schema Name
    • Field Type
    • Data Type
    • Render Type

Leadsquared - Export Leads

 

9. FAQs

1.Why is my Lead Import stuck in “In Queue” status?
Lead imports are processed in batches, and your request may be waiting behind others in the queue. This is normal and usually occurs during peak usage hours. The system prioritizes execution during off-business hours, so your import should typically complete overnight. If it remains in queue for more than 24 hours, reach out to support@leadsquared.com for assistance.

2. Why can’t I export selected/chosen leads from the Manage Leads grid?

3. How to export more than 1 lakh (100,000) leads?

4. If the Manage Leads grid has more than 1 lakh (100,000) leads, in what order or criteria will the 1 lakh leads be exported?

5. How to control lead export and delete permissions for users?

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

Email Settings – Restrict Email Senders

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1. Feature Overview

With the Email Settings feature in your LeadSquared account, you can restrict your users from sending emails to leads. This setting is different from the From Address Restrictions setting where you can restrict specific user roles from sending emails on behalf of the lead owner or any other user. To know more, see Email Settings – From Address Restrictions.

Note:

 

2. Prerequisite

You must be the administrator of your LeadSquared account.

 

3. Restrict Email Senders

This setting lets you choose which of your users can send emails to your leads –

  1. Navigate to My Profile>Settings>Email Settings>Restrict Email Senders.
  2. To revoke a user’s access to send emails, alongside their name, uncheck Checkbox.
LeadSquared - Restrict Email Senders

 

4. FAQs

Why is the Lead Owner and Lead Owner Manager not appearing in the “From Address” dropdown for mail merge?

  • Issue Description: When sending emails from the system, the “From Address” dropdown does not show the Lead Owner or Lead Owner Manager fields for mail merge.
  • Solution: This issue occurs because certain users were restricted from email settings. To resolve the issue check if the users have been restricted from sending emails as described above.

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!