Exporting Accounts

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.

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 detail how to export your accounts as a .CSV file.

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Article Contents

• Exporting All Accounts
• Exporting One or Few Accounts
• Accessing Previous Exports

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Sales

Contacts

Users:

Administrators	✓
Company Managers	✓
Marketing Managers
Sales Managers	✓
Salespersons	✓
Jr. Salespersons	✓

Exporting All Accounts

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

1. Click Sales > Accounts in the left toolbar.
   
   

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2. Click    Options > Export Accounts.
   
   

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

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

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6. Click the name of the desired account export. 
   
   

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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. 
   
   

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3. Select Export Accounts. 
   
   

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

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   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. 
   
   

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

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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 > Export Manager.
   
   

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