Exporting data
Take your leads and submissions anywhere: a spreadsheet, a CRM import, a backup. Open AcquisitionSuite → Export.
Step by step
- Choose what to export: Leads or Submissions.
- Set a Date Range. Leave the date fields blank to export every record.
- To export one form’s entries, pick it under Filter by Form. This filter applies to Submissions only.
- Choose the Export Format and download.
Formats
| Format | Notes |
|---|---|
| CSV | Universal format that opens in Excel, Google Sheets and Numbers, and imports into almost any tool. |
| Excel (XLSX) | Native Excel file with formatting, sized columns and a header row. |
What is included
- All custom form field values for each submission
- Source details: page, referrer and UTM values
- With Pro: lead scores, tags, segments and intelligence data such as country
Exporting from the Leads screen
The Leads screen also has an Export CSV button that exports what you are currently looking at, including filters. Use it for a quick export of a search result.
Privacy and handling
Exports contain personal data. Store the files securely, delete them when done, and only share them with people and tools your privacy policy allows. Exporting is a good way to answer a “send me my data” request.