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Exporting Client Lists from Trail
Exporting Client Lists from Trail

Get to know the different client data downloads available!

Angel Chessum avatar
Written by Angel Chessum
Updated over a week ago

At Trail, we make it easy to export your client data so that this can be used for any business reporting or marketing purposes outside of the software.

These lists are exported in a spreadsheet format (.xlsx) so you can further filter or tweak the data in other applications like Microsoft Excel. This means you can also use Excel to create graphs, charts, diagrams and further

Client data can be exported from:

  • The Contacts page

  • The Products dashboard

  • The Activities page

Important Note: You will need Organisation/ Business Admin access to do export lists from Trail. Please discuss with your director/ managers and contact if you would like this access turned on for your Trail account.

The Contacts page

The Contacts page contains an overview of all your Contacts and Profiles in your system. You can choose to either export data by:

  • Profiles (groupings of clients)

  • Contacts (individual clients)

The Contacts vs. the Profiles list show different information, so have a look to see which is more relevant to you. Click here to further understand the differences between Profiles & Contacts.

Change the view between Contacts and Profiles by using the Contacts/Profiles button at the top of the page:

Profiles Export

  • Contains key information tied to the Profile
    e.g. Profile Status, Type, Key Contact Details, Referral Source, Adviser Assigned, Tags, Rank, Annual Review Date.

  • Can only export contact information about the KEY Contact of the profile (not all contacts).

How to Export

  1. Use the Contacts/Profiles button to view by Profiles

  2. Use "Change Columns" button to select the data points you want included your export.

  3. Once columns / filters are selected that you would like included in the export, click the cloud button at the top of the screen and "Export Profiles":

Contacts Export

  • Contains information about the individual Contacts
    e.g. First, Last Names / or Entitiy Name - Primary Phone Number / Email - Household Address - Date of Birth

  • Includes ALL types of contacts including Trusts and Companies.

  • Includes Solicitors, Lawyers, Dependents, Non-Dependents.

How to Export:

  1. Use the Contacts/Profiles button to view by Contacts

  2. Use "Change Columns" button to select the data points you want included your export.

  3. Once columns / filters are selected that you would like included in the export, click the cloud button at the top of the screen and "Export Contacts":

The Product dashboard

The Product dashboard shows all the current products your client has in the software. Depending on the kind of advice you give, you can switch between types of products:

  • Mortgage

  • Insurance

  • General (Fire & General Insurances)

  • Investment

  • Kiwisaver

How to Export:

Depending on the type of Product dashboard you are viewing, you'll be able to filter between different columns (see top row of toggles).

Once you have decided on the filters of information you would like to include in your export, you can use the tick box on the left of the products to select which products you would like exported.

  • To select all products, tick the box in the header bar:

  • To select multiple products, click on the first tick box you want to export, and then hold down shift when clicking on the last tick box of the product you want to export. This will select every product between the first and last ones you selected.

Once you have highlighted the products that you would like to export, a sidebar will appear on the right of the screen, with an overview of the selected products.

At the bottom of this sidebar, there is a green 'Export Selected' button, which will export the selected products into an Excel spreadsheet.

The Activities page

The Activities page contains an overview of all your Activities.

These can be filtered between members of your team, the due date, the type of task, and whether the Activity is complete or incomplete. You can also change which columns are shown in the page from the options/ toggles at the top:

Once you've used the filters to select the information you want to include in the export, click the cloud button at the top of the screen to export the data:

How to use the exported spreadsheet

Once you have the data downloaded into a spreadsheet, you can use Excel to filter and sort the list. This means you'll be able to find the information of the clients, products, or activities that fit the criteria you are looking for.

If you're Excel-savvy, there are other tools you can use to make sure you have the information you need. From here, you can import that data into your marketing software to use in newsletters, emails, or other mailouts. You can also use the data as a reporting tool for your business!

Currently Trail does have automated ways of connecting your client data to other marketing/ email campaign apps through integrations with ActiveCampaign and Mailchimp. Do click those links to learn more about those!

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