Exports

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Exports

Learn how to export profiles as a CSV, PDF, or into your CRM/ATS, both with or without contact information.

PeopleGPT supports multiple different export methods, including:

CRM Export (direct integration)
ATS Export (direct integration)
CSV Export
PDF Export
Custom-format CSV Export (for LinkedIn)

This guide will cover each export method. To skip to a specific section, please use the slider on the left.

Exporting from the Search Page

On the search page, click the “select” button under the search bar.

Once you click the button, a pop-up window will appear. You can choose between the following options:

All Profiles: Select all profiles shown on the page (typically 15 on the search page).
Custom Number: Select a custom number of profiles you’d like to select. Can be as high as the limit of your plan.
Skip Profiles: You can choose to skip a determined number of initial profiles in your selection.

After you have selected the profiles, a new banner will appear at the bottom of the search page. Select the export icon to proceed with the export process.

To learn about selecting your export method, skip to the “Select your Export Method” section of this article.

Exporting from the Shortlist Page

On the shortlist page, you can choose between the following options:

All profiles: To select all profiles for an export, simply click the “Export All” button in the top-right corner.
Custom profiles: To select a certain number of profiles, manually select the profiles you wish to export. Once you have selected your candidates, click the export button in the top-right corner, which will indicate the number of exports.

Select your Export Method

As a final step, you can choose between your preferred export method — covered in more detail in the later sections of this guide. Your export will be delivered to you within the platform and via email.

Exporting with Contact Details

After selecting your export method, you will be asked to select whether you’d like to export with contact details, or without. You can choose between: A) export with contact information or B) without contact information. Both methods will charge export credits, while you can choose whether you’d also like to use contact credits.

	Export Credit	Contact Credit
A) Export with Contact Information	☑️	☑️
B) Export without Contact Information	☑️

When exporting without contact information, the email / phone fields will simply state “TRUE” or “FALSE” to indicate whether they exist. Please see the All About Credits section for further details on credits.

Viewing Past Exports

To view past exports, select your account icon in the bottom left corner. Then, select the “Profile Export History” option. You will be able to view all previous exports, as well as download profiles previously exported.

Integrate with CRM or ATS

Please view our Integrations page for more details on CRM and ATS integrations.

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Exports
Exporting from the Search Page
Exporting from the Shortlist Page
Select your Export Method
Exporting with Contact Details
Viewing Past Exports
Integrate with CRM or ATS