Overview: Export (Download) Prospects and Prospect Data

Introduction

Sometimes you need to retrieve or analyze prospect records and their data. Or maybe you need to build a custom report from prospect data. Perhaps you want to download a file of all prospects who filled out your form, or you want to export all records to have a backup file of your database.

DemandCenter provides an exporting tool that allows users to retrieve prospect records from their database and users can select which fields they want to include in their export files.

Users can retrieve their export files at anytime by going to the Export Queue.

For tips on how to export certain data, click here.

How to Export Prospects from DemandCenter

1. Go to Prospects > Prospect Search > Known Prospects.
   
   
2. Use the List Builder to search for the prospects you would like to export.
   
   If you are not sure about which criteria to find your prospects, click here to see the most common types of exports along with their relevant search criteria.
   
   
3. Click View Prospects in the Results pane.
   
   
4. On the Prospect Results page, select one or more prospects that you would like to export:
   • Single-click to select a single prospect.
   • Hold the CTRL key and click to select multiple prospects.
   • Hold the SHIFT key and click to select multiple prospects at a time.
   • Check the column checkbox right to select all prospects.
     
     
5. After selecting the prospects, click Export List.
   
   
6. In the Export Dialog, choose which prospect fields that you would like to include in your export by dragging the fields under Available Fields and dropping them into the Columns to Export section. The order of the fields under Columns to Export, from top to bottom, is the order that the fields will appear in your export file.
   
   
7. Next to Format, choose the file type for your exported list. You may choose either a CSV or Tab Delimited Text file.
   
   
8. When finished, click Export.
   
   
9. Your list export will be processed by DemandCenter behind the scenes. Once the export has finished, the system will send a notification email to your Alert/Notification Email address with a download link that will allow you to retrieve your file.
   
   Note - All exports from DemandCenter are protected. To securely access an export file from your Export Notification Email, users will need to log into DemandCenter. Alternatively, users can also monitor the progress of their export by going to the Export Queue.
   
   The Export Queue can be found by going to Prospects > Prospect Lists and then clicking the button located to the right of the New Folder button to choose Export Queue.
   

What is the Export Queue?

The Export Queue shows the progress of all requested Exports in the last 14 days, across all DemandCenter users. Each Export that is submitted for processing is entered into the Export Queue. Users can view the status of their exports and also download their completed export files.

To view the Export Queue, go to Prospects > Prospect Lists, and then click on the button located to the right of New Folder to choose Export Queue.

Export Queue Table

Common Types of Exports