Category / Section
How To Export Data?
Published:
Steps to Export data from Recruitly
-
Navigate to the system configuration, by clicking on your profile icon and selecting "System Configuration"
-
Choose "Export Data"
- Select the module you wish to export and specify your criteria. You'll have the option to export by applying filters, choosing a date range, or using tags. Once you've made your selections, click "Submit" to proceed.
- Once you've selected a Module, such as Leads, Opportunities, etc... You can click on the respective module. You can then specify the filters, tags, created date, accessed date, archived records and all records and then click on "Submit"
- You can then view the status of the export and click on the download link to download the data or click on the trash can link to delete the data