To export the necessary data, start by identifying which type of data export you need. Koalect offers four distinct types of export. After determining the most suitable data export, navigate to the corresponding tab in the navigation column. In this tab, you’ll find all the collected data. Use the filter to select data based on criteria such as date, form type, campaign, and more.
Once your selection is made, export the filtered data as a CSV file by clicking the Download data button in the top-right corner.
After confirming your download, a secure link will be sent to your email. This additional security measure helps protect sensitive data and prevents misuse. You can find your export history in the Reports tab in the left navigation column.
If you want to automate the import of transactions into your CRM, contact the team for more information about connectors and APIs.
Note: You can open a CSV file using spreadsheet software such as Microsoft Excel or Google Sheets.