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Learn how to export profiles as a CSV, PDF, or into your ATS/CRM, both with or without contact information.
Juicebox supports multiple different export methods, including:
This guide will cover each export method. To skip to a specific section, please use the slider on the left.
On the search page, click the “select” button under the search bar.
Once you click the button, a pop-up window will appear. You can choose between the following options:
After you have selected the profiles, a new banner will appear at the bottom of the search page. Select the export icon to proceed with the export process.
To learn about selecting your export method, skip to the “Select your Export Method” section of this article.
On the shortlist page, you can choose between the following options:
As a final step, you can choose between your preferred export method — covered in more detail in the later sections of this guide. Your export will be delivered to you within the platform and via email.
After selecting your export method, you will be asked to select whether you’d like to export with contact details, or without. You can choose between: A) export with contact information or B) without contact information. Both methods will charge export credits, while you can choose whether you’d also like to use contact credits.
| Export Credit | Contact Credit | |
|---|---|---|
| A) Export with Contact Information | ☑️ | ☑️ |
| B) Export without Contact Information | ☑️ |
When exporting without contact information, the email / phone fields will simply state “TRUE” or “FALSE” to indicate whether they exist. Please see the All About Credits section for further details on credits.
To view past exports, select your account icon in the bottom left corner. Then, select the “Profile Export History” option. You will be able to view all previous exports, as well as download profiles previously exported.
Please view our Integrations page for more details on CRM and ATS integrations.
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