Editing Export deals (section)

== Export deals from ActiveCampaign ==

=== Introduction ===
Exporting deals from ActiveCampaign is a vital feature that enables users to extract and manipulate their deal data outside the ActiveCampaign platform. This functionality is particularly useful for businesses that wish to analyze their sales performance, share deal information with team members, or back up their data. Through simple interfaces, users can create exports that capture relevant deal details in a structured CSV format, facilitating ease of use and flexibility in further data processing.

=== How to access this feature ===
To access the export feature for deals, you need to have the proper permissions set up within ActiveCampaign. Be sure to check that you have the necessary rights to manage deals to utilize this functionality effectively.

=== Step-by-step instructions ===
=== Export all your deals ===
To export all deals accessible in your account, regardless of their pipeline or current status, follow the steps below:

# Click on '''Deals''' in the left-hand menu.
# Click the hamburger icon (☰) located on the right side of the screen.
# Use the filters at the top to adjust the range of deals you wish to export. To select all deals:
   * Click the '''Status''' dropdown and select the '''All''' option.
   * Click the '''Pipeline''' dropdown and choose the '''All Pipelines''' option.
# Click the gear icon located at the top left of the page.
# Finally, click the '''Export''' button.

Your export will download immediately as a CSV file. You may close the window or navigate away while the export completes. After completion, you can download the results from the '''Import/Export Status''' page.

=== Export deals by pipeline ===
To export deals specifically from a selected pipeline, follow these instructions:

# Click on '''Deals''' in the left menu.
# Click the pipeline dropdown to select the desired pipeline from which to export deals.
   * Optionally, use additional dropdown fields at the top to filter deals by details, custom deal fields, deal owner, deal status, and contact tags.
# Click the gear icon next to the pipeline dropdown and select '''Export'''.

This will also initiate an immediate CSV download, allowing you to navigate away from the page once it starts. Results can be accessed from the '''Import/Export Status''' page after completion.

=== Download a deal export from the Import/Export Status page ===
Once you initiate an export, you can download the CSV file from the '''Import/Export Status''' page. Follow these steps:

# Go to '''Deals''' > '''Import/Export Status''' on the left menu.
# Click on the '''Export''' tab once the page loads.
# Find and click the download link for the appropriate deal export.
The CSV file you download will contain all custom deal fields along with standard deal fields such as:
* Deal ID
* Title
* Description
* Value
* Currency
* Status
* Owner Name
* Owner Email
* Owner Username
* Owner ID
* Pipeline
* Pipeline ID
* Stage
* Stage ID
* Primary contact details (first name, last name, email, ID)
* Secondary contact (email, name, ID)
* Account name and ID
* Deal created date/time
* Deal last updated date/time
* Next action date 
* Forecasted close date

=== View deal export history ===
To view the history of your deal exports, follow these steps:

# Navigate to '''Deals''' > '''Import/Export Status''' in the left menu.
# Click on the '''Export''' tab to access the Export Status page.

This page provides an overview of all exports made, displaying key information such as:
* Export date and time
* The user who initiated the export
* Type of export (Deal or Account)
* Number of records included in the export
* Expiration date of the download link (which lasts for 30 days)
* The current status of the export
* A download link for the export

=== Configuration options and settings ===
While exporting deals, you may come across several '''configuration options''' that can help streamline your process:
* '''Status:''' Select "All" to include every deal status in the export.
* '''Pipeline:''' Choosing "All Pipelines" allows a comprehensive export of deals regardless of their specific pipeline classification.
* '''Filtering options:''' Use optional filters such as deal owner, deal status, and contact tags to narrow down your export.

=== Best practices and tips ===
* Always verify that you have the appropriate permissions set up before attempting to export deals.
* Regularly check the '''Import/Export Status''' page for updates on your exports and keep an eye on expiration dates for download links.
* Consider exporting deals regularly to maintain backup copies necessary for analysis or team collaboration.
* Utilize the filtering options effectively to ensure you are only exporting relevant deals to save time and storage space.

=== Common use cases with examples ===
1. **Sales Performance Assessment:** A sales manager exports all deals every month to analyze performance metrics and strategize future sales initiatives.
2. **Team Collaboration:** Individual sales representatives export deals to share with team members for projectignment, allowing seamless collaboration.
3. **Data Backup:** A company regularly exports all deals to ensure they have access to their data in case of unforeseen issues within their ActiveCampaign environment.
4. **Custom Analysis:** A data analyst exports deals filtered by specific criteria (e.g., deals in a particular pipeline) to conduct in-depth analysis and reporting.

=== Troubleshooting ===
If you encounter issues while exporting deals, consider the following:
* Ensure that you have set up '''permissions''' correctly. Insufficient permissions could prevent you from exporting deals.
* Check your internet connection and retry the export process if it fails.
* If you're unable to find the downloaded CSV file, ensure you check the designated download folder on your computer and, if necessary, try a different browser or device.
* Remember that download links for exports expire after 30 days; ensure to download your files in a timely manner.

=== FAQ ===
'''Q1: What happens if I don't have the necessary permissions to export deals?'''
A1: If you lack the required permissions, you will not see the export options or may encounter errors when attempting to export.

'''Q2: Are deal notes included in the exports?'''
A2: No, deal notes cannot be exported.

'''Q3: How long do the download links for exports remain valid?'''
A3: Download links for completed exports expire after 30 days.

'''Q4: Can I export deals based on specific criteria within ActiveCampaign?'''
A4: Yes, you can apply filters to export deals based on criteria like pipeline, status, or custom fields.

'''Q5: How do I view the history of my deal exports?'''
A5: You can see your export history by going to '''Deals''' > '''Import/Export Status''' > '''Export''' tab.

'''Q6: Is it necessary to stay on the export page until the download completes?'''
A6: No, once the export process begins, you can leave the page or close the window.

'''Q7: Can I export deals through an API?'''
A7: Yes, you can use the List All Deals API call to export deals programmatically, but this requires some knowledge of working with APIs.

This feature allows for significant flexibility in managing deal information within ActiveCampaign, making it essential for efficient sales operations.
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