Export Leads

Exporting Leads Data

Summary: Download your lead data from growlio in CSV format for analysis, backup, or integration with other business tools.

Overview

Exporting lead data gives you flexibility to analyze your sales pipeline in external tools, create backups, share information with stakeholders, or migrate data to other systems. growlio makes exporting simple while providing powerful options to export all leads or specific filtered segments. This guide covers everything you need to know about lead data export.

Prerequisites

Active growlio account with lead data
Member-level permissions or higher
Spreadsheet application for opening CSV files
Understanding of what data you want to export

How to Export Leads Data

Step 1: Navigate to Leads Section

Go to Business > Leads to access your leads list. You can export from any view (Kanban, Table, or List), though Table view makes it easiest to see what data you're exporting.

Step 2: Apply Filters Before Exporting (Optional)

Use status, source, type, value, or date filters to narrow which leads to export. Your export includes only leads matching active filters.

Tip: Export filtered segments when you need specific data, like all qualified leads from the last quarter.

Step 3: Select Specific Leads (Optional)

To export only certain leads, check boxes next to individual lead names in Table or List view. The export button updates to show it will export selected records only.

Step 4: Click Export Button

Find the "Export" button in the top-right corner of the leads page. It displays a download icon and indicates how many leads will be exported.

Tip: The button text changes based on context: "Export All", "Export Filtered", or "Export Selected (X)".

Step 5: Wait for Export Processing

growlio prepares your export file. Small exports (under 100 leads) complete in seconds. Larger exports take longer based on data volume.

Step 6: Download CSV File

Your browser automatically downloads a CSV file with a name like "leads_export_2025-01-15.csv" including the export date for easy organization.

Step 7: Open in Spreadsheet Application

Locate the downloaded file in your Downloads folder. Open it with Excel, Google Sheets, or your preferred spreadsheet application.

Tip: Right-click the CSV file and choose "Open With" to select your preferred spreadsheet app.

Step 8: Review Exported Data

Check that all expected information exported correctly. Standard exports include: name, company, email, phone, type, source, status, value, created date, and notes.

Step 9: Use Data for Analysis

Analyze lead data in your spreadsheet: calculate conversion rates, identify top sources, track value by stage, or create charts visualizing pipeline health.

Save the export file to a secure location. Name it descriptively (e.g., "Q1_2025_Qualified_Leads.csv") and organize in folders by date and purpose.

Tips & Best Practices

Export all leads monthly as a backup practice
Filter before exporting to get only relevant data
Use exports to analyze lead source effectiveness
Create pipeline reports from exported data
Share filtered exports with sales team for targeted campaigns
Export before making bulk changes as a safety measure
Name export files with dates and filters used
Store sensitive export files securely (encrypted folders or cloud storage)
Clean up exported data before importing to other systems
Document your export process for team consistency

Troubleshooting

Issue: Export button is disabled

Solution: Ensure you have leads in your database matching current filters. Clear filters to see all leads. Verify you have Member-level permissions or higher - Viewers cannot export data.

Issue: Downloaded file is empty

Solution: Check that filters aren't excluding all records. Verify leads exist by checking the leads list count. Try clearing filters and exporting again. Refresh your browser and retry.

Issue: Export includes unexpected leads

Solution: Review active filters - you might have filters applied that you forgot about. Click "Clear Filters" to remove all filters before exporting if you want all leads.

Issue: Missing columns in export

Solution: Some fields may be empty for all leads. Custom fields only appear if you've configured them. Check individual lead records to verify data exists before exporting.

Issue: Can't open CSV file

Solution: Ensure you have Excel, Google Sheets, or another spreadsheet app installed. CSV files are plain text - open with any text editor if spreadsheet apps aren't available. Right-click and choose "Open With" to select an application.