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How to Export Leads?
How to Export Leads?

Effortlessly export leads from Recruitly with our step-by-step guide.

Updated over a week ago

Important:

This feature is available for Users who have the “Export” data access permission from their Admin to export records.

Exporting leads through Bulk Actions:

  1. Navigate to the Leads section in the list view. Select the leads you wish to export from the system. If you wish to export all the Leads, then click on the “Select all records“ tab, as shown in the image below.


  2. Click on the “more actions” option located in the upper right-hand corner. Choose the “export” option from the dropdown menu.


  3. A card will open, allowing you to manually select the required columns by clicking on them. The chosen columns will move to the "Selected" section. Optionally, save your selected columns as a new template by providing a name.

  4. As a quicker alternative, you can use an existing template.

  5. Click on the "Export" button, and the file will be available for download.

Note:

As a security measure, the maximum download for records is set to 2000. If you require a full download, please reach out to our support team.

Exporting leads through the “Export Data” Module:

  1. Exporting leads via the “Export Data” Module helps you filter the records and is easier in case you have specifications. You can visit the “Export Data” Module from here:

  2. Click on "Leads"


  3. Use the available options to filter records. You can utilize these options according to your preferences.

    • Saved Filters

    • Tags

    • Created durations

    • Accessed durations

    • Include Archived Records.

    • All Records

  4. Click on the "Submit" button to apply the selected filters.


  5. Navigate to the "Recent Exports" tab to find the file available for download.

  6. Download or export the records as needed.

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