export

 

You likely export CRM data for many different reasons — to share among your teams, deliver them to vendors, import into other software, or analyze and report on them.

However, with so many exports, keeping track of what data has been exported and by who can quickly become a concern.

With Insycle, you can easily monitor all usage of the Export feature.

Summary

With Insycle, tracking what data has been exported from your CRM is easy.

To view this, go to the "Exports" page on the main navigational menu. There, you can see all exported data along with details about the export and who executed it.

Exports

To view exports through Insycle, click on the "Exports" page on the left side navigational menu.

exports


Once there, you will see a table with every export that has been executed through Insycle.

exports


On this page you are provided with a wealth of information about the export:

  • App
  • Account
  • Module
  • User
  • Record Type Exported
  • Template Used
  • Run ID
  • Start Time
  • Finish Time
  • Duration of Export
  • Number of Records Exported

By clicking on the name of the Template, you are taken to the module and template used to run the export for further analysis.

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