Integration
A portable handoff for accepted prospect records.
CSV export is useful when your team needs a controlled review or import step before records enter another system.
Before importing
- Check the export date and active profile.
- Review company, buyer, fit notes, and available contact fields.
- Remove unnecessary fields and apply suppression lists.
- Map fields deliberately in the destination and restrict access to the file.
Availability
Export availability and included fields can vary by plan and account configuration. The production pricing and account screens show current access.