Export Leads

Summary

Path: “Leads” -> “Export”. Lead export is useful when data needs to be passed to a spreadsheet, CRM, analytics, or another external process. Export respects the current list filters, so before starting, check the channel, subscription status, blacklist, and other selected conditions.

Form

• shows the number of leads for export taking into account current filters;
• file format;
• encoding;
• recent export history.

How to start an export

1. Configure the lead list filters: the current result set is what will be exported.
2. Click Export.
3. In the export form, choose CSV or TXT and UTF-8 or Windows-1251.
4. Check the displayed number of leads again and click Export.

The user needs permission to manage leads. Export runs in the background, so the form does not need to stay open.

Formats

• CSV - complete data;
• TXT - ID only.

What goes into the file

TXT contains only external_user_id, one ID per line.

CSV contains these fields by default: id, external_user_id, first_name, last_name, username, platform, is_subscribed, is_blacklisted, language_code, created_at.

Encodings

• UTF-8;
• Windows-1251.

After launch

• a background process is created;
• when the process is completed, the file can be downloaded;
• the download link is temporary and works for 7 days;
• the process result shows how many leads were exported, how many were not included in the file, the format, encoding, file size, and duration.

If some leads were not included in the file, they were usually prepared for export but disappeared or stopped matching the conditions before the file was written. If no leads match the current filters, the process still creates an empty file.

Tip

• if the file is needed for Excel on Windows, sometimes Windows-1251 is more convenient;
• if the file is needed for modern systems and integrations, UTF-8 is more often suitable.
• if the export is incomplete, check active filters and run the export again.

Where this is in the interface

Main elements in this section:

• Dialogs section
• Dialogs item in the project side menu
• lead list
• Leads item in the side menu
• open export
• lead export form
• file format
• file encoding
• recent exports
• start export