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Exporting Your Data

Exporting Your Data

Once you've enriched your leads, you'll want to export them for use in your CRM, email marketing platform, or other tools. This guide covers all export options.

Quick Export

Fastest way to export:

  1. Open any lead list
  2. Click Export button
  3. Choose Quick Export (all fields, all leads)
  4. CSV downloads immediately

Use this for simple exports when you want everything.

Custom Export

Step-by-Step

  1. Open the lead list you want to export
  2. Click Export button
  3. Choose "Custom Export"
  4. Configure export settings (see below)
  5. Click "Download CSV"
  6. File downloads to your computer

Export Options

Select Leads:

  • ☐ All leads: Entire list
  • ☐ Selected leads only: Manually selected rows
  • ☐ Filtered leads: Based on current filters
  • ☐ First N leads: Specify count

Choose Columns:

  • ✅ Standard fields (Name, Email, Phone, Company, Title, Location)
  • ✅ Smart Columns (any AI-extracted data)
  • ✅ Custom fields (imported or CRM-synced)
  • ✅ Metadata (enrichment date, confidence scores, etc.)

Format Options:

  • Encoding: UTF-8 (recommended), ASCII, ISO-8859-1
  • Delimiter: Comma, Semicolon, Tab
  • Include headers: Yes/No
  • Date format: MM/DD/YYYY, DD/MM/YYYY, YYYY-MM-DD

Export Formats

CSV (Comma-Separated Values)

Best for:

  • Excel, Google Sheets
  • Email marketing platforms (Mailchimp, SendGrid)
  • Most CRM imports
  • Data analysis tools

Example output:

first_name,last_name,email,phone,company,title
John,Doe,john@acme.com,+15551234567,Acme Corp,VP Sales
Jane,Smith,jane@tech.com,+15559876543,Tech Inc,CEO

Excel (.xlsx)

Best for:

  • Microsoft Excel users
  • Preserving formatting
  • Multiple sheets (advanced export)
  • Complex data types

Features:

  • Formatted dates
  • Multiple worksheets
  • Frozen headers
  • Auto-sized columns

JSON

Best for:

  • API integrations
  • Custom applications
  • Webhooks
  • Developers

Example output:

[
  {
    "first_name": "John",
    "last_name": "Doe",
    "email": "john@acme.com",
    "phone": "+15551234567",
    "company": "Acme Corp",
    "title": "VP Sales"
  }
]

Export Filters

Create targeted exports using filters:

Filter by Email Status

Verified emails only:

  1. Click filter icon on Email column
  2. Select "Verified" status
  3. Click Export
  4. Only verified emails exported

Use cases:

  • Email campaigns (only deliverable addresses)
  • High-confidence outreach
  • Compliance (verified contacts only)

Filter by Enrichment Date

Recently enriched:

  1. Filter "Enriched Date" column
  2. Select date range (e.g., last 30 days)
  3. Export fresh data only

Use cases:

  • Weekly campaign lists
  • Recent acquisition lists
  • Time-based segmentation

Filter by Smart Column Results

Qualified leads only:

  1. Add Smart Column: "Budget Authority? Yes/No"
  2. Filter where value = "Yes"
  3. Export qualified subset

Use cases:

  • High-value prospect lists
  • Segmented campaigns
  • Custom qualifications

Multiple Filters

Combine filters for precise exports:

Example: VPs at large companies with verified emails

Filter 1: Title contains "VP"
Filter 2: Company size > 1000
Filter 3: Email status = "Verified"

Export only leads matching all criteria.

Column Selection

Standard Columns

Always available:

  • ✅ First Name
  • ✅ Last Name
  • ✅ Email
  • ✅ Phone
  • ✅ Company
  • ✅ Job Title
  • ✅ Location (City, State, Country)
  • ✅ LinkedIn URL

Smart Columns

Include AI-extracted data:

  • Custom Smart Column data
  • Appears as separate columns
  • Header = Smart Column name
  • Export toggleable per column

Metadata Columns

Additional information:

  • Enrichment Date: When lead was enriched
  • Source: How lead was added
  • Confidence Score: Email/phone confidence
  • Validation Status: Email deliverability
  • Phone Type: Mobile, Landline, VoIP
  • Created Date: When added to list
  • Updated Date: Last modification

Custom Column Order

Rearrange columns for your needs:

  1. Click "Customize Columns" in export dialog
  2. Drag and drop to reorder
  3. Preview shows final order
  4. Order saved for future exports

Large Exports

Batch Exports

For lists with 10,000+ leads:

Automatic batching:

  • System splits into multiple files
  • Max 5,000 rows per file
  • Files numbered: list_1.csv, list_2.csv, etc.
  • Download as ZIP archive

Email delivery option:

  • For very large exports (25,000+)
  • Enter email address
  • Receive download link when ready
  • Link valid for 7 days

Performance Tips

Speed up large exports:

  1. Export during off-peak hours
  2. Reduce selected columns (only what you need)
  3. Use filters to export segments
  4. Consider API export for 50,000+ leads

Export Templates

Save Export Configurations

Create reusable export templates:

  1. Configure your export settings
  2. Click "Save as Template"
  3. Name the template (e.g., "Email Campaign Export")
  4. Template saved for future use

Common Templates

Email Marketing:

Columns: First Name, Last Name, Email, Company
Filters: Email Status = Verified
Format: CSV, UTF-8

Phone Outreach:

Columns: Name, Phone, Company, Title
Filters: Phone Status = Valid, Phone Type = Mobile
Format: CSV

CRM Import:

Columns: All standard fields + Smart Columns
Filters: None (all leads)
Format: Excel (.xlsx)
Include metadata: Yes

Using Templates

  1. Click Export
  2. Select "Use Template"
  3. Choose from saved templates
  4. Template settings auto-applied
  5. Optionally adjust before export

Direct Integrations

CRM Push

Instead of exporting CSV, push directly to CRM:

Supported CRMs:

  • HubSpot
  • Salesforce
  • More coming soon

How it works:

  1. Configure CRM integration first
  2. Open lead list
  3. Click "Sync to CRM"
  4. Map fields (first time only)
  5. Choose sync options:
    • Create new records
    • Update existing
    • Skip duplicates
  6. Start sync
  7. Monitor progress in real-time

Benefits:

  • No manual import needed
  • Automatic field mapping
  • Two-way sync available
  • Schedule automatic syncs

Email Platform Export

Direct export to email marketing platforms:

Supported platforms:

  • Mailchimp (via API)
  • SendGrid (contact list import)
  • Constant Contact

Setup:

  1. Connect email platform in Integrations
  2. Export from lead list
  3. Choose "Export to [Platform]"
  4. Select target list/audience
  5. Map fields
  6. Export completes automatically

Export Scheduling

Automated Exports

Schedule regular exports:

Use cases:

  • Daily new enrichments to CRM
  • Weekly campaign list updates
  • Monthly data backups

Setup:

  1. Go to List Settings
  2. Enable "Scheduled Exports"
  3. Configure:
    • Frequency (daily, weekly, monthly)
    • Time of day
    • Export template to use
    • Delivery method (download, email, CRM)
  4. Save

Delivery options:

  • Email with download link
  • Direct CRM sync
  • Webhook POST to your endpoint
  • FTP/SFTP upload

Data Formats for Different Tools

Salesforce

Required format:

FirstName,LastName,Email,Phone,Company,Title

Tips:

  • Use Phone in E.164 format (+1234567890)
  • Match Salesforce field names exactly
  • Include Salesforce ID for updates

HubSpot

Required format:

firstname,lastname,email,phone,company,jobtitle

Tips:

  • Use HubSpot property names (lowercase)
  • Email required for contact creation
  • Use semicolons for multi-value fields

Mailchimp

Required format:

Email Address,First Name,Last Name,Company,Title

Tips:

  • Email Address column required
  • Merge tags must match Mailchimp
  • Include tags column for segmentation

Google Sheets

Best format:

  • CSV with UTF-8 encoding
  • Headers in first row
  • No special formatting needed

Import to Sheets:

  1. File → Import
  2. Upload CSV
  3. Choose "Replace current sheet" or "Append to current sheet"
  4. Import data

Post-Export Actions

Verify Export Quality

Check:

  • ✅ Row count matches expectation
  • ✅ All columns present
  • ✅ Data formatted correctly
  • ✅ No truncated fields
  • ✅ Special characters display properly

Clean Exported Data

In Excel/Sheets:

  1. Remove duplicates (Data → Remove Duplicates)
  2. Validate email formats
  3. Standardize phone numbers
  4. Check for blank required fields

Import to Destination

Best practices:

  1. Test import with small sample first (10-20 rows)
  2. Map fields correctly in destination tool
  3. Set duplicate rules (skip, update, create)
  4. Import full file after test succeeds
  5. Verify import in destination tool

Troubleshooting

Export File Won't Download

Solutions:

  • Check browser popup blocker
  • Try different browser
  • Clear browser cache
  • Use "Email me" option instead

Wrong Number of Rows

Check:

  • Applied filters (may reduce rows)
  • Duplicate removal setting
  • Selected leads vs. all leads
  • Row limit in export settings

Special Characters Broken

Problem: Names, companies with accents/symbols display incorrectly

Solution:

  • Use UTF-8 encoding
  • Open CSV in Excel: Data → From Text → UTF-8
  • Or use Excel (.xlsx) format instead

File Too Large

Problem: Export file exceeds size limits

Solutions:

  • Split into multiple exports (use filters)
  • Reduce columns (only essential fields)
  • Use batch export (automatic)
  • Contact support for API export option

API Export

For developers:

Authentication

Authorization: Bearer YOUR_API_KEY

Export Endpoint

GET /api/v1/lists/{list_id}/export

Query Parameters

?format=json&fields=email,phone,company&limit=1000

Example Response

{
  "total": 1000,
  "data": [ ... ],
  "next_cursor": "abc123"
}

For full API documentation, contact support.

Learn More

Using Smart ColumnsCRM Integration Setup