Import2 Wizard allows you to export any record type that is available with your tool's API.

The export feature is used to extract the data you need from any tool you connect - whether that be to gather data for reporting, create a back-up archive, and more.

If you're interested in setting up a scheduled export, you can read more about this feature here.

To perform an export:

1. Select the tool you are exporting from

2. Select the type of data you wish to export

3. Select the columns (fields) you wish to include in your export file

4. Select the parameters to filter the export to only the data you need (optional)

5. Start the export

Related videos:

Check out all the videos in our Video Learning Center to become an expert in using Import2 Wizard!

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