A file in CSV format is ideal for exchanging simple, structured data. You can use this file type to import and export contact data between different apps.
How do I export contacts/conversions?
Exporting your data is possible with a few clicks. For performance and security reasons, an export gets sent to the email address your account runs on and is not available to download directly.
Steps:
Open a funnel that has already collected at least one lead in the editor.
Navigate to your conversions via the analysis area.
Here, you will see a download icon next to the date filter.
Click on this icon and you will see a view appear with details about the export.
Now click on "Create Export" and your contact data will be prepared.
Done! Now check your email inbox and download the CSV file.
đĄ You don't want to export your conversions, but rather automatically forward your CRM contacts to another tool? Find out how it works here!
How can I display the data of my CSV file clearly?
If you are using a Windows computer, your table might look a bit messy as-is. This is because CSV files are exported as text files. Please save the file once and open it in Excel. From there, you can choose how the data should be separated into columns with the text wizard.
Select here then once the following:
Window 1:
Separated
Data has headings
Then click on "next"
Window 2:
Select "Tabstop" only
Click on "next" and in window 3 click on "finish".
Otherwise, take a look at this video for how to import a CSV file correctly into Excel.
If you still have problems with the display of the columns you can also import the CSV into Google Sheets and download it again as Excel. This takes a little longer but can be an emergency solution if a field does not display correctly, for example. Or if the columns adjustment does not work.
For Apple users who use the Numbers app, the CSV export automatically displays in columns.