Why export my data?
For many possible reasons, you may wish to export your CANDDi data in spreadsheet form.
Since every bit of data you collect with CANDDi belongs to you, you’re welcome to do this at any time! The process is very simple, just follow the steps below.
How to get started
- First, in the ‘Contacts’ tab of your CANDDi Dashboard, navigate to the Stream you’d like to export
In the top-right corner, click the three dots and then select ‘Export Stream’
- You’ll be presented with options on the kind of data you want to export
You can then start to filter the data you want to see within your export. If you want to export the data from more than seven days ago, select the top drop down box and choose your export date range. You can pick from seven days ago, a month ago, or your own custom dates.
You can also pick what data columns you’d like to see in your list view. All you have to do is click the export fields in columns drop down, where you’ll be presented with a number of options.
This includes name, contact details, session activity, etc. You can pick what’s right for you.
Also, if you’re regularly running exports of streams, you can schedule them to run every couple of days.
Once you’re happy with your setup, click export stream. This export will remain available for two weeks from creation and can be downloaded at any point in that time from Exports where you can choose what file format you want to download.
Unexpected field names
Sometimes you might notice a field name that you didn’t include in your original export. This is typically ‘Count: Company Name’ (or ‘Count: [any other field name]’).
This is included because sometimes CANDDi has multiple Company Names for the same visitor.
We can only display one of these in the export so we pick the primary one. However we want to let you know there are multiple so that you can investigate further if you need to.
Should you need any help with your exports, drop us a line and we’ll be happy to help! email@example.com