Exports

To view your organization's export history, navigate to Operations > Exports in the left-side navigation menu.

Review the table displaying all exports that have been executed through Insycle.

For every export, you can view:

System Information:

• App - The connected CRM platform (HubSpot, Salesforce, etc.)
• Account - The specific account or instance
• Module - The CRM module where the export was performed

Export Specifications:

• Record Type Exported - The type of records included in the export
• Template Used - The Insycle template that executed the export
• Number of Records Exported - Total count of exported records

User and Timing Data:

• User - The team member who initiated the export
• Start Time - When the export process began
• Finish Time - When the export completed
• Duration - Total time required for the export process
• Run ID - Unique identifier for tracking purposes

For deeper insights into any export operation, click on the Template name in the table. This will navigate you directly to the specific module and template configuration used for that export, allowing you to:

• Review the exact parameters and filters applied
• Understand the scope and criteria of the exported data
• Analyze the template settings for compliance or optimization purposes

This detailed tracking ensures your team maintains full visibility and control over all CRM data exports, supporting both operational efficiency and data governance requirements.