1. Feature Overview
This feature allows you to export LeadSquared ticket and customer (lead) data as an XLSX file.
Note: This article is to help Admins export data for tickets and leads. If you’re an agent looking to export ticket data, refer to Ticket Data Exports for Agents.
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 –
- Navigate to My Profile>Settings>Service Cloud.
- On the Service Cloud Settings page, under Manage Your Data, click Export Your Data.
- On the Data Export page, click New Export.
- 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.).
- From the Status dropdown, select the ticket status to filter and export the data accordingly.
- You can add multiple Status types when exporting the data.
- Select the ticket and lead fields you want to export.
- Once you’re done, click Export, and on the pop-up, click Confirm.
- Then, click View Status. You’ll be redirected to the Data Export page. Wait a few minutes, and under Export File, click
. The selected ticket and lead fields will download on your local device as an XLSX file.
Note:
- The Apply Previous Selected Fields option automatically applies the fields selected in the previous data export.
- 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.
Any Questions?
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