Export records directly from Copilot

What is this export feature?

The Export feature allows you to quickly download up to 10k records from Copilot as a .CSV file. These records include key information such as Email, First Name, Last Name, Company, Position, LinkedIn, and Location.

2. Why use it?

• Easily share person records with colleagues, customers, or stakeholders outside of Copilot.

• Use your preferred data analysis tool to manipulate data offline and pull reports .

3. How to use it

1. Access Your View

   • In Copilot, go the Explore tab and open “All persons” or “My book of persons.”

2. Select Records

   • Check the box next to each person you wish to export.

   • Or, click the top checkbox to select all visible records in that view.

3. Export

   • Once you’ve selected the records, click the Export button in the top menu.

   • A menu will open, allowing you to export the selected rows.

4. Download Your CSV

   • The system will generate a CSV file containing up to 10,000 records, including the fields:

     • Email, First Name, Last Name, Company, Position, LinkedIn, Location

   • Save or open the CSV file in your spreadsheet application.

With these steps, you’ll be able to extract the most relevant details from Copilot easily!