You can export data of leads and companies from Slintel in a .CSV format or to your CRM (Salesforce, HubSpot, or Pipedrive). You can do a bulk export (export everything we have in the system) or export only selected leads/companies. The process of exporting leads in a .CSV file is the same as exporting companies except you start on the "Leads" page. If you run into any trouble, reach out to your CSM or support@slintel.com.


CSV Export for Companies:

  1. Log into your Slintel account
  2. Select the “Companies” tab on your dashboard
  3. You can use a saved filter or set up a filter. We've filtered companies by a technology they're currently using - Taleo. Only companies using “Taleo” will show up here.


  1. Click on Export. The dropdown will give you two options: export all the leads we have for this filter or just the ones you've selected.


    To download only the selected companies, just click on the checkbox next to the companies you want to export, and click on “CSV” next to “Export selection- number of leads”

  1. Once you click on “CSV” you will see an option to select the fields you want. Select all the fields required and click on “Export CSV”. Your download will begin then. 

  1. Once the download has started, you'll get a prompt confirming that your CSV export is in progress. Click on "Got It".



  2. You can check the status of your download by clicking on the “Cloud” icon. Once the export is over you will be able to see the status of your export (Success/Fail). You'll also get a notification about the same on your screen. 



[The export was a success in this case]


8. Checking your export history: You can view your Exports History by going to Settings->History, and selecting "CSV" and the time duration (in this case: "Last 7 days") from the drop-down menu. For failed exports, you can download a report from the page to know the reason for failure. 




CSV Export for Leads:

  1. Login to your Slintel account
  2. Select the “Leads” tab on your dashboard
  3. You can use a saved filter or use filters right on the “Leads” page. The filter we used here is leads from companies currently using the technology, Taleo. 



  1. Click on 'Export'. To download only selected Leads, just click on the checkbox next to the Leads you want to export, and click on “CSV” next to “Export Selection- number of leads”

 

  1. Once you click on “CSV” you will see an option to select the fields you want. Select all the fields required and click on “Export CSV”. Your download will begin then. 

 

  1. Once the download has started, you'll get a prompt confirming that your CSV export is in progress. Click on "Got it"


7. You can check the status of your download by clicking on the “Cloud” icon. Once the export is over you will be able to see the status of your export (Success/Fail). You will also get a notification about the same on your screen. 

8. Checking your export history: You can view your Exports History by going to Settings->History, and selecting "CSV" and the time duration (in this case: "Last 7 days") from the drop-down menu. For failed exports, you can download a report from the page to know the reason for failure.