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Exporting & Importing Data

Export Reports
Exporting and Importing Data Export Reports Exporting Data using any Report Exporting Contacts using Contacts and Sales Pipeline Dashboards Importing Contacts using CSV Importing Event Attendees using CSV Excel Formulas for Transforming Data

Exporting & Importing Data

Exporting and Importing Data Export Reports Exporting Data using any Report Exporting Contacts using Contacts and Sales Pipeline Dashboards Importing Contacts using CSV Importing Event Attendees using CSV Excel Formulas for Transforming Data

Export Reports

* Page referenced in this article: export reports page.

Export reports help you export data from LeadCenter in a quick and easy way. To export data using export reports:

  1. Go to the reports page.
  2. Filter by the category export reports.
  3. Open any of the export reports including:
    • Appointments
    • Calls
    • Contacts
    • Financial accounts
    • Insurance products
    • Notes
    • SMS logs
    • Tasks
  4. Use the filters in the report to filter the date range and other dimensions you are interested in. For example, in the contacts report, you may filter by all the contacts that were created this year, became clients, and are heads of households.
  5. Click on the three dots button in the upper right corner of the report table.
  6. Click export.
  7. Select CSV, CSV(Excel), or Google Sheets as the format to export the data.
  8. Click the export button.
  9. The data will be exported and downloaded to the downloads folder on your computer.

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.