Exporting Data

This guide will assist you in effectively navigating the export process, enabling you to back up, analyse, integrate, and share data, thus unleashing the complete potential of your valuable information.

1. Benefits

Exporting data allows you to:

• Analyse and manipulate data outside of our platform.
• Share data with other stakeholders who may not have access to our platform.
• Create backups, ensuring the safety and availability of your valuable information.
• Generate reports, charts, and visualisations for presentations or documentation.

2. How to Export Data?

Watch the guided demo below to see how to export data.

You can also follow the same steps using the written guide below.

1. Go to the specific record wish to export.
2. Click on the download button.
3. From the menu, select the "Export as CSV" option.
4. A CSV file containing a copy of the information will be downloaded.

If you want to export filtered data, here's what you need to do:

1. Apply the desired filters to narrow down the data according to your criteria. For example, you filter a Jobs record by its organisation.
2. Once the data is filtered, follow the steps mentioned in Section 2: How to Export Data? to export the filtered data as a CSV file.

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Note:

The exported CSV file can also be utilized for data import purposes.

📌 Need Help?

If you require assistance or encounter any issues, please don't hesitate to contact us for further support.

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