To export leads, you have two options:
Select all leads and click the "export" button. This will export all system default fields and any custom fields that you've set up for lead data.
Select the "export" button and select the specific data form. This will export all data form details, including system fields and any additional fields that do not map to global fields.
To download the exported file:
Go to the "download exports" page and select the data form export.
The system will import and export all your data to a file.
Download the file to see everything that is being exported, including data form details and system fields.
Video Transcript
All right, and this I'm going to walk-through on how to export your data from the car. So there's two ways to export data and, depending on what type of data you want to export, will determine which way you do it.
So the first way you can come in and filter all you lead. So whatever filter, view or just come in and export all your leads, you would select, you know, select all leaves button here. This is going to select all leaves, not just to leave on the first page here and once you select all these, you have an option of clicking on export so that this is going to export. This is going to export all of our system default fields, including all of your custom fields that you've set up for the lead data.
However, when you create a data form you have an option of creating. You know first name, last name, company phone, you know all those maps to our global fields, but you may have additional fields like you know. When do you want to be called back, which would prefer callback method? You may have these additional fields that do not map to our global fields. So when you go into your lead we capture all that data in the data form details and then disperse the data to the matching system fields right, so you always have access to that data. However, it's not part of our system fields.
So if we're going to use this export method, which is selecting all leads here and then clicking export, we do not include that additional data that comes in from the data form specifically, and the reason for that is you can see these five leaves or six leaves. One came in from the meeting page data form. These came in through the data import form. This one came in through the wine industry, so all were exporting is all of our system, global fields and any custom fields that you set up for the data fields.
And so what that looks like, and I actually have one pulled up here. So let me go ahead and show you that screen. This is what it looks like when you export it. So when you export it you're going to get the lead idea, you're going to get the status. So this is an internal idea on our system. You also have first name, last name, you have the email address, the company, the phone, so all of our global system fields and custom falsity would have set up and all the data associated to that.
So what if you want to grab the additional data that comes based on data form? So the way you need to do that, let me go back in here. So instead of selecting all leads here, you are going to select export over here. So don't select all these. You're going to collect the export over here and then now I'll allow you to download based on data form so I can select. Want may have like 60 questions that are accustomed to that data form. It's going to pull all that data, including the system data. So it's going to pull all the system data in the custom, in addition to that the data for detail.
So the only way to get the data form details is to use the export based on data form which is up there. If you just want to get all the data that's in the system, you're not worried about the additional field that came with each data form. Just select, all hit. If it's more than 500 are going to call. All right, I'm sorry, export. If you want to get all that data plus the data based on the data form, you need an export by data form.
So yo're goin to come over here and select whatever data form export that's going to take you to your download exports. Visa runs every minute. I will import-export all your data to a file and then you can just download the file here and then that will pull in. You know all the additional fields that you have for that lead in that data form which you're not seeing this because I did not set the source for that.
So you're able to see you know everything that is being exported. Based on that, you have the option of exporting again data form and all the data form details, including the system fields, and then, in addition to that, you have the option of just selecting here and it'll for whatever you want and select it in this.
