How to Export Your Leads/Lead Details?

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| by Sri Sudhan

1. Feature Overview

We respect the confidentiality of the data you store in LeadSquared. You can export all your leads at any time from the Manage Leads page or the Smart Views page. The exported leads are sent to your registered email address in CSV format.

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. Export Your Leads

  1. From your dashboard, go to Leads>Manage Leads.
  2. Under More Actions, select Export Leads.
  3. On the Export Leads pop-up, choose whether you want to Export all lead fields or Export selected lead fields.
    • If you’ve selected All fields, all the lead fields across all pages will be exported into the CSV file.
    • If you’ve selected Selected fields, only the lead fields you select will be exported into the CSV file –
      1. You will see the Export Lead pop-up with Available and Selected fields.
      2. To select a lead field, alongside the relevant field under Available Fields, click the checkbox.
      3. To remove a field, click the cancel button (X) alongside the relevant field under Selected Fields.
      4. You can also reorder the selected fields.
  4. Click Export when you’re done.
  5. On the confirmation pop-up, click Ok. Your leads will now be exported into a CSV file and sent to you via email.
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 My Profile>Settings>My Profile.

Leadsquared - Export Leads

 

4. Check the Status of Your Export Request

To view the status of your export request –

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.

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

Export Leads from LeadSquared

 

5. Export Custom Lead Fields

To export custom lead fields from you account –

  1. Navigate to Settings>Leads>Lead Fields.
  2. Click Export.

Note: Only the following values will be exported when you export lead fields –

  • Display Name
  • Schema Name
  • Field Type
  • Data Type
  • Render Type

LeadSquared - Export lead fields

 

6. Export a Selected Set of Leads

If you want to export a selected set of leads –

  1. Navigate to Leads>Manage Lists and create a static list.
  2. Add the required leads to this list and then export using the Actions feature.

For more information on Lists and List Actions, refer to List Management – Feature Guide and List Actions.

Export Leads from LeadSquared

 

7. FAQs

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

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

3. 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?

4. 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!

1. Feature Overview

We respect the confidentiality of the data you store in LeadSquared. You can export all your leads at any time from the Manage Leads page or the Smart Views page. The exported leads are sent to your registered email address in CSV format.

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. Export Your Leads

  1. From your dashboard, go to Leads>Manage Leads.
  2. Under Bulk Actions, select Export Leads.
  3. On the Export Leads pop-up, choose whether you want to Export all lead fields or Export selected lead fields.
    • If you’ve selected Export all fields, all the lead fields across all pages will be exported into the CSV file.
    • If you’ve selected Export selected fields, only the lead fields you select will be exported into the CSV file –
      1. Click Choose fields.
      2. To select a lead field, alongside the relevant activity, click the checkbox.
  4. Click Export when you’re done.
  5. On the confirmation pop-up, click Ok. Your leads will now be exported into a CSV file and sent to you via email.
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 My Profile>Settings>My Profile.

LeadSquared - Export leads

 

4. Check the Status of Your Export Request

To view the status of your export request –

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.

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

Export Leads from LeadSquared

 

5. Export Custom Lead Fields

To export custom lead fields from you account –

  1. Navigate to Settings>Leads>Lead Fields.
  2. Click Export.

Note: Only the following values will be exported when you export lead fields –

  • Display Name
  • Schema Name
  • Field Type
  • Data Type
  • Render Type

LeadSquared - Export lead fields

 

6. Export a Selected Set of Leads

If you want to export a selected set of leads –

  1. Navigate to Leads>Manage Lists and create a static list.
  2. Add the required leads to this list and then export using the Actions feature.

For more information on Lists and List Actions, refer to List Management – Feature Guide and List Actions.

Export Leads from LeadSquared

 

7. FAQs

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

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

3. 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?

4. 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!

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