📑 Custom Export: Contacts, Companies & Opportunities

The Webmecanik Pipeline custom export tool allows you to extract your data with total flexibility. Unlike a standard export, you can select exactly which columns will appear in your final file (CSV or Excel).

🗂 How to Access Custom Export

1. Log in to your Webmecanik Pipeline account.

2. Click on your profile name in the top right corner to access Settings.

3. In the left-hand sidebar, click on the Custom Export section.

⚙️ Configuring Your Export

On this page, select the specific data points you wish to include. Fields are organized into categories for easier navigation:

1. Standard Fields

Basic information from your records:

• Identity: First Name, Last Name, Email.

• Professional: Job Title, Phone Number, Description.

2. Custom Fields

Includes all the specific fields you have created for your business needs:

• Contact types, URLs, choice lists, checkboxes, hourly rates, etc.

3. Address

Essential for geographic segmentation:

• Street Address, Address Line 2, City, Postal Code, and Country.

4. System Fields

Automated data generated by the software, useful for reporting and auditing:

• Ownership: Name and email of the contact owner.

• Timestamps: Date added and Date modified.

• Activity: Number of opportunities and Tags.

💡 Pro-Tips for a Perfect Export

• Select All / Deselect All: Use the quick links at the top of the list to save time if you have a large number of custom fields.

• Combine Data: You can mix contact and company fields to get a comprehensive overview of your database.

• File Format: Once your selection is complete, proceed to generate the download. The file will be ready for use in your favorite spreadsheet software (Excel, Google Sheets).

[!NOTE]

Data Security: Access to the export feature may be restricted based on the permissions assigned to your user role. If the option is not visible, please contact your administrator about the roles.