Como exportar meus leads para CSV

MagicPost exports the leads of the Leads module to a CSV file, either the whole filtered list or a selection of leads. CSV export is open on the paid plans that include Leads, which are Growth, Creator, Agency e Team, and with the Leads add-on. CSV export is locked during the free trial. In an organization, the member needs a seat that includes Leads. The file contains the LinkedIn profile data of each lead, your pipeline fields and, when an ICP is selected, the scoring details.

Export the leads shown by your filters

  1. Open Leads in MagicPost and stay on the Leads tab.

  2. Select an ICP, or View all leads, and set the filters you want. See how to filter and organize your leads.

  3. Click the three-dot button, More actions, at the right of the toolbar, then click Export leads to CSV.

  4. In the Export leads dialog, check the number of leads to export and the Applied filters.

  5. Click Download.

The MagicPost Export leads dialog exports exactly the leads your current ICP, filters and search keep in the list. With no filter and no ICP selected, the dialog says that all your leads are exported, regardless of ICPs.

Export a selection of leads

  1. In the table view of the MagicPost Leads tab, tick the leads you want.

  2. Click Export in the selection bar.

MagicPost downloads the file right away, with no confirmation dialog, and shows CSV export downloaded.

See which leads you already exported

MagicPost marks every lead that goes out in a CSV export, from the Export leads dialog or from the selection bar. In the table view, an exported lead shows a download icon next to its name, and its tooltip gives the date of the latest export. The mark changes nothing else: the contact status of the lead stays as it was.

To export only the leads that never went out in a MagicPost CSV file, open Filters, set Already downloaded to No, then export.

MagicPost also marks the leads exported by an admin from the Leads page of the organization, or by a client of an agency from the link the agency shared. In the All members view or a group view of the organization Leads page, a lead counts as downloaded as soon as the copy of one of its holders was exported.

What the CSV file contains

A MagicPost leads export has one row per lead. The file name includes the number of leads and the date, and the file opens in a spreadsheet such as Excel or Google Sheets.

  • Profile: LinkedIn profile URL, full name, first name, last name, headline, summary, current job, city, country, followers and connections.

  • Company: name, industry, size, domain, LinkedIn URL and description.

  • Pipeline: source, contact status, tags, the comment you wrote on the lead in the Comment column, and the dates the lead was detected, first contacted and last moved.

  • Scoring, only when an ICP is selected: scoring status, fit level, score, the key quote, the reasoning, the matched signals and the scoring date for that ICP.

Four columns of a MagicPost leads export follow specific rules.

  • Fit level: the file gives the name of the level, such as Excellent, Good or Medium, in the language of your MagicPost interface.

  • Contact status: the file gives the label you see in MagicPost, including the statuses you renamed or created. A lead whose status was never set exports with an empty status, even though the table shows it as Not contacted.

  • Source: the file gives an internal keyword, not a label: manual, csv_import, liker or commenter.

  • Email and phone: the columns exist, but MagicPost does not look up email addresses or phone numbers for customers, so expect them to be empty.

Why the export button shows a lock

During the MagicPost free trial, CSV export is locked. The Export button of the selection bar and the Download button of the Export leads dialog show a lock, with the message CSV export is available with a paid plan or the Leads add-on. The export opens as soon as you are on a paid plan that includes Leads. See how to upgrade your MagicPost plan.

What the export does not include

  • Profiles that are not leads. The export covers your Leads list only. A profile that was analyzed and set aside is not in that list, so MagicPost does not export it.

  • Pending leads. Leads waiting for credits are hidden from the list of an ICP, so they are not exported until they are scored.

  • Excluded leads. Leads hidden by your exclusion list are left out of the list and of the export. See how to exclude people and companies from lead detection.

  • Scoring across several ICPs. The scoring columns cover one ICP, the selected one. In the All leads view, the file has no scoring columns.

A single MagicPost export has a maximum number of leads. For a very large list, filter the list and export it in several files. To push leads to a CRM or an outbound tool without a file, see how to connect your tools. The MagicPost Leads page presents the Leads module as a whole.

FAQ

Do my filters apply to the CSV export?

Yes. Export leads to CSV exports the leads currently kept by the selected ICP, the filters and the search. The Export leads dialog shows the number of leads and the applied filters before you download.

Why are the scoring columns missing from my file?

Because no ICP was selected. MagicPost adds the scoring columns only when you export from the view of one ICP. Select the ICP in the selector at the top left, then export again.

Can I export leads during the free trial?

No. CSV export is locked during the MagicPost free trial and opens on a paid plan that includes Leads, or with the Leads add-on. Connected tools stay available during the trial if you need to send leads elsewhere.

How do I export only the leads I have not exported yet?

Set Already downloaded to No in the Filters panel, then export. MagicPost marks each lead at every export, so the filter leaves out every lead that already went out in a CSV file.

Can a team admin export the leads of the whole team?

Yes. On the Leads page of a MagicPost Team organization, the admin ticks leads in the All members view, a group or one member, then clicks Export in the selection bar. Leads held only by members whose plan does not include CSV export are left out, with a warning. An Agency organization exports one client account or one group of accounts at a time. See how to use Leads as a team.

Does an export of all members have the same columns as a personal export?

No. An export from the All members view or a group view of the MagicPost organization Leads page has one row per person, with a column naming the members who hold that lead. The status shows Mixed when their statuses differ, the tags of all holders are merged, and the file has no source, scoring or fit level column.

Need help?

Reach out via the in-app chat, or book a 30-minute onboarding call: https://cal.com/magicpost/book-a-call

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