How To Export Your Leads

In this tutorial, you will learn how you can export a leads list under the my.hy.ly app.

Step 1: Under your Leads main page, click on its App Menu and select the option “Import / Export” from the sidebar.

Quick Note: Make sure that you are not on any of the sub-org Leads pages.

Step 2: Click the link labeled “Raw Lead Export” and you will be taken to a page where you can map out how many leads you want to be exported in a file:

  • Report range: You can select the data range for how many leads you want to view over the course of a period of time. Keep in mind that if this range is over a large period, it may take up to an hour to have the data exported.
  • Select Statuses: Either select every resident or prospect status or a specific status that you want to be included in the export file.
  • Select sub-orgs: Check which sub-orgs you want to be included in the export file. We recommend that you select one sub-org to avoid having to wait a long time for the data to be exported.
  • Select fields: We recommend that you leave this field as is.

Step 3: After you fill out those fields, enter your email address in the “Recipient Email” field and click the Export Raw Data button. You will receive a pop-up message saying that the Lead Data will be sent to your email address soon.

Step 4: Depending on the amount of data you want to be exported, it will take as little as a minute at the least for the data to be exported. Once you receive the email, click the “Download File” link. Your leads data should be exported out as a spreadsheet.