Export Your Data

| by Sri Sudhan

1. Feature Overview

Export your LeadSquared ticket and lead data in a CSV file.

 

2. Prerequisites

  • Service CRM is a paid feature. To enable it, contact your account manager, or write to scsupport@leadsquared.com.
  • You must be a Service CRM Admin to export tickets and lead data from your account.

 

3. Export Ticket Data

Once you log in to LeadSquared (https://login.leadsquared.com/), to Export Your Data –

  1. Navigate to My Profile>Settings>Service Cloud.
  2. On the Service Cloud Settings page, under Workflows, click Export Your Data.
  3. On the Data Export page, click New Export.
  4. Alongside Time Range, select the time range by which you want to filter data –
    • Created Time – Tickets created in the selected time range (such as last 7 days, etc.).
    • Resolved Time – Tickets resolved in the selected time range (such as last 30 days, etc.).
    • Closed Time – Tickets closed in the selected time range (such as last 90 days, etc.).
  5. Select the ticket and lead fields you want to export.
  6. Once you’re done, click Export, and on the pop-up, click Confirm.
  7. Then, click View Status. You’ll be redirected to the Data Export page. Wait a few minutes, and under Export File, click LeadSquared Service CRM. The selected ticket and lead fields will download on your local device as a CSV file.

Note:

  • You can export data for a maximum time range of the past 2 years from the export date.
  • If the Time Range exceeds more than a year from the date of export, or if the All Time option is selected, the Export Data action can be performed only once a day.
    • For all other Time Ranges, the Export Data action can be performed up to five times a day.
  • You can only export up to 15 lead (customer) fields.

Service Cloud Agent

 

Any Questions?

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