What this gets you
- You get a file with exactly the profile, career, contact, and education fields you need.
- You can export a selection or everything that matches a filter.
- It’s a quick way to share data or keep a copy.
Steps
- Open Contacts and select the contacts, or select everything that matches your current filters.
- Open the bulk actions and choose Export contacts under Manage records.
- Under Choose Export Format, select CSV File.
- Under Select Fields to Export, choose the profile, career, contact, and education fields you need.
- Start the export. Jobin emails you a download link shortly.
Tips
- Exports can use credits, depending on the fields you choose and your plan. Jobin tells you before the export if you don’t have enough.
Ideas to get more from it
- Export a filtered segment for a client report.
- Choose only the fields you want to share, to keep other data private.
- Send the same data to Make.com when you want it to flow into your own automations.
