🗝️ Exporting automation data provides a complete view of all leads, statuses and enriched information. Users often export data for internal reporting, compliance or performance tracking.
⚠️ Important: Exported files include only the data available in the Leads List at the time of export.
Export Data from an Automation
Open the automation and go to the Leads List.
Click Export Data in the top-right corner.
The system generates a CSV file containing all visible lead information.
What the Export Includes
Lead names, job titles and LinkedIn URLs.
Connection statuses such as Pending, Accepted, Messaged or Not Accepted.
Enrichment results, including email or phone numbers when available.
CRM sync statuses such as Synced or Duplicate.
When to Export
Before reviewing outreach performance with managers.
When preparing candidate submissions for clients.
When analysing lead quality or campaign effectiveness offline.
💡 Best Practices
Export data regularly to maintain up-to-date reporting.
Use filters before exporting when only a specific group of leads is required.
Keep exported files secure if they contain enriched contact information.
🤔 FAQs
Q1: Can users customise which columns appear in the export?
Answer: No, exports reflect the full Leads List structure.
Q2: Will exported files update automatically?
Answer: No, users must export a new file each time they need updated data.