Export up to a Million Opportunities

1. Feature Overview

By default, you can export up to 100,000 opportunities in a single request. To export more than 100,000 (and up to one million) opportunities, enable the Auto ID field on your Opportunity Type.

This lets you segment opportunities using Auto ID ranges and export them in smaller, manageable batches, ensuring you don’t miss any records.

2. Prerequisites

• You must be an admin to export up to one million opportunities from your account.
• To increase the export limit to 1,000,000 opportunities, contact your account manager or write to support@leadsquared.com. This is mandatory.

3. How it Works

1. To export up to a million opportunities, create and configure the Auto ID Opportunity Field for the opportunity type you want to export.
   • When configured, a unique and sequential number (1, 2, 3, and so on) is assigned to each opportunity in your account.
2. On the Manage Opportunities page, set up an Advanced Search to find opportunities with the Auto ID between 1 and 1,000,000.
3. Then, export these opportunities out of LeadSquared.
4. Repeat this with the next range for larger datasets (where the Auto ID is between 1,000,001 to 2,000,000, and so on).

4. What are Auto IDs

Auto IDs are system-generated numbers assigned to every opportunity in a single, global sequence for opportunities across all Opportunity Types in your account. They are not sequential within a single opportunity type, so IDs may appear skipped because some are assigned to opportunities under other types.

For example, the Auto ID for the first five “Home Loan” opportunities could be 2, 3, 5, 7, 10, and for the first five “Personal Loan” opportunities could be 1, 4, 6, 8, 9.

This remains the most reliable way to segment and export large volumes of data.

5. Configure the Auto ID Field

1. Navigate to My Profile>Settings>Opportunities>Opportunity Types.
2. Alongside the Opportunity Type you want to export, hover over the settings icon and click Edit.
3. On the Field Configurations tab, click Add Field.
4. Choose the data type Auto ID and set a display name (e.g., “Opportunity Number”).
5. Click Next, and then click Save.

6. Display the Auto ID Column

1. Go to Lead Management>Opportunities>Opportunity Type you want to export.
2. Click the Manage Columns icon.
3. Enable the checkbox for the Auto ID field (which was named “Opportunity Number” in the previous section).
4. You can now sort opportunities by Auto ID.

7. Filter and Export Opportunities Using Auto ID

1. On the Manage Opportunities page, click Filter, and then click Advanced Filters.
2. On the Advanced Search tab, add a condition: Auto ID is between 1 and 1000000.
3. Click Add Condition, and then Show Results.
4. The page now displays all the opportunities between 1 and 1,00,000.
5. To export these opportunities, hover over the three-dots menu and click Export Opportunities.

8. Export Beyond the first Million Opportunities

1. To export more than 1,000,000 opportunities, update the Advanced Search Auto ID range to Auto ID is between 1000001 and 2000000, then export the results.
2. Then: 2000001 to 3000000, and export the results and so on.

9. FAQs

Q. Why are some Auto ID numbers missing from my export?
Auto IDs are globally assigned across all opportunity types. So, within a single opportunity type, some numbers might be skipped if other opportunity types used them.

Q. Can I export opportunities with filters other than Auto ID?
Yes, but for large exports across millions of records, Auto ID is the most efficient way to paginate without missing any data.

Q. I don’t see the Auto ID option while adding a field. Why?
Make sure you select the correct data type (Auto ID) when creating the field. If it’s missing, reach out to support@leadsquared.com for help.

Any Questions?

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