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Table of Contents

Overview

Lead Liaison can mass export Prospect data in several ways. Depending on your use case, we can export into a spreadsheet for easy import into other systems, into Domo analytics, or an Amazon Web Services (AWS) S3 bucket. 

Exporting Data

To export data, either open the All Prospects page or click into membership numbers for a List, content, or Automation.

You can use the filter icon to narrow down export results. The system will only export the records currently displayed on the membership page.

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Once you have the desired records targeted, use the drop-down menu in the upper-right corner and select the Export option.

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Depending on your license, you may have several options for exporting data.

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Exporting to a Spreadsheet

To export values from a table click the "Save to Excel" button then check the fields you'd like to export. Here are some highlights of the export process:

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