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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.
Access the Export Menu
To get started with export, select the export profiles button on the top right of the search page, or the top of the shortlisted contacts page.
Choose the Number of Exports
On the search page, you can choose between options in your exports:
- All Profiles: Export all profiles shown on the page (typically 15 on the search page, and up to 250 on the shortlist page)
- Custom Number: select a custom number of profiles you’d like to export. Can be as high as the limit of your plan (ranging from 100 on the Starter plan, to 250 on the Growth plan, to custom on the Business plan)
Alternatively, you can put together more custom exports from the “Shortlist” page, which allows you to select specific profiles you’d like to export.
Paginating Exports
If you want to export multiple batches of profiles, you may want to use the pagination approach. Select “Show Advanced Options” and then select the profile number you want to start at.
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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