How to export data?

Exporting data can be used to generate reports, back up your data, transfer data to another system, etc... In this article, we will show you how to do that.

Exporting data using Kiflo App

If you're looking for a no-code solution, you can export your data by using Kiflo App and gain detailed information about partners, leads, deals, customers, and transactions. Follow these steps to get started:

• Go to the page you want to export data for (Partners, Leads, Deals, Customers, or Transactions)
• Go to the Export button and select the file format

When you export the data, you will have to export it in CSV or XLSX format. Depending on the record, you’ll have different options while exporting data:

• For Partners, you can export data and include all team members
• For the Leads, you can include properties from the assigned partner and source partner information
• For Deals, you can export the associate partners
• Transactions, you can export the associate customers
• Click Export

Once the export file has been generated, you will receive a link to download your export in your mailbox.

Exporting data using Kiflo REST API

If you have some developers and want to export data automatically, the Kiflo REST API is a good way to do it.

Check our REST API documentation and start automating your exports.