Last updated: June 2023
Export CSV is a feature that allows you to export a list of selected companies/ personnel from The Grid into a CSV file. However, do bear in mind there is an export limit depending on the plan you have subscribed to.
With this feature, you can download and share the file with your colleague easily or upload the list to your CRM or tools without the need to input the records manually.
If you do not wish to utilize your export limit on records that have been previously exported, you may apply Exclude Result filter.
https://lh5.googleusercontent.com/FdqZAtZk44wjAFdSf49tp1F9xob0JeGhTAcEUqioaYwQVEZ9pjFwa3bEfPUzJU-raN2DAQeOth13rusiF978tUmtL4UVCB1-l0bGoTIEQa-fthmo284Cts_-YWuaYAccl9WJACY5p_44bICK-BvX7w4
To export company and personnel records, there are 2 methods to do so: bulk selection vs individual selection.
Step 1
After applying filters, click on the checkbox field located next to the record column. Enter the desired amount of records you wish to Export which is based on a “first” basis. In other words, when you enter 10, you will be selecting the first 10 records of the results. Click on Apply.
https://lh5.googleusercontent.com/xj1BJ-UeSvrdiYjoPdWolz1-qUSvX8U8sGHmpW3JS3j6xcFV7SR9-439eq434GlENzbnBJ1SQpnTije0SejFyWNRjeJmVYI_Fu-ihJOAAv3EY_K7FFFsOQuVkS0JCX5cAxaG2wvOr6r-cCl3HCqQ6Bc
Step 2
Next, click on Export CSV, and the number stated in the bracket represents the count of records that will be exported.
https://lh6.googleusercontent.com/H9Hc2IHNYbFp338Wqca0sakzuEtBBiUb9k0C4Vz6ao9Ohamm_tmA02Bm3YtchwBS8of6iy72bAk3h6J2H9BzphVaKcWeFskHzE1ZPC-ShmmJbV787nenYk4HsAJSe4hNC4RZ8CBQUjqU9NS5SK9oGh4
Step 3
Click on Confirm export to proceed and the file will automatically be downloaded.
https://lh6.googleusercontent.com/ii4l2HtelSfGQ8WnLBvQKdnKuyg4olalwHpfRVHip2R9MWK7VbKQRR4KQB5mv06swVpJSyM5zmER8ioroAYZjHB-XihOVK9_ffa6cM7m48thKoZ1W-dp6q4CMhclXqUOJb-k_jewsID2Dgjp9NFackU