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Exporting Accounts

Article: 000050410
Updated: July 26, 2024

An account in Lead Gen & CRM is just like a folder in a digital filing cabinet. Accounts are where you can store all similar contacts and opportunities to one single location. This account information can be exported as a .CSV file.

An account can be used to group multiple contacts together under one large company folder and will show all opportunities that are associated with that account, providing you with one location to see all similar sales information.

This article will explain how to export your accounts as a .CSV file.

Article Contents


Users:
Administrators 
Company Managers 
Marketing Managers  
Sales Managers 
Salespersons 
Jr. Salespersons 

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Exporting All Accounts

You can export accounts as necessary. To export account information, do the following:

  1. Click Sales > Accounts in the left toolbar.

    Exporting Accounts

     

  2. Click  Options icon  Options > Export Accounts.

    Exporting Accounts

     

  3. Click the check box next to any desired account fields you would like to show in the report. 
  4. Click Export.

    Exporting Accounts

     

  5. Click the Export Manager link that appears at the top of the screen.

    Exporting Accounts

     

  6. Click the name of the desired account export. 

    Exporting Accounts

     

Note: You can export only 25,000 accounts at a time. Saved .CSV files will download to your Internet browser's default download folder.


 

Exporting One or Few Accounts

If you'd like to export just one account, you can use the search bar to search for the name of the account. Once it is the only account in the Account Manager, you may click Options > Export Accounts

To export more than one account, but not all accounts, segment your search using the Advanced search feature. For example, you may add a unique tag to each of the accounts you want to export and then perform an Advanced search for that tag.  

To export one account from the account manager, start from the Sales > Accounts page in the left toolbar. 

  1. Use the search feature to search for the name of the account. 
  2. Click the Options icon. 

    Search for the account name and click Options

     

  3. Select Export Accounts

    Select Export Accounts

     

  4. Select the fields you want to be included in your export. 
  5. Click Export.

    Select the fields to be included in the export

     


    Note: The export will take a moment. You'll see a popup alert when your export is finished. 
  6. Click the Options icon, then click Export Manager

    Select Export Manager

     

  7. From the Export Manager, click on your recent export to download the file to your computer.

    Click the export to download the file

     

The file will be downloaded to the default download file set for your computer. If you want to change the location where files are automatically downloaded, you'll need to make that adjustment in your computer settings. 


 

Accessing Previous Exports

You can access previous exports from the Export Manager, at any time.

To access the Export Manager, do the following:

  1. Click Contacts in the left toolbar.
  2. Click  Options Icon  Options > Export Manager.

    Exporting Accounts

     

Once in the Export Manager, click previously exported files to download them to your computer. 

 


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