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What Exports Are Available Under My Team?

This article explains the different types of data available for export in the My Teams section and provides step-by-step instructions on how to access them.

Important: Full exports functionality is available on the Web platform. 

In this article, we will cover:

 

For event participants with access to My Team, the following exports are available:

1. Export of contacts

2. Export of meetings

3. Export of session check-ins

For more information on the export file format, check out this article here.

Understanding the Contacts Export

The Contacts Export provides a .xlsx or .csv file of all users who interacted with your team, including:

including:

  • Connections – People connected to your team members.
  • Meetings – Participants who scheduled meetings with your team.
  • Badge Scans – Contacts collected via badge scanning.
The fields included in the export are:
Connections &  Meetings Badge Scans
Event Name Event Name
User Name User Name
Company Name Company Name
Contact Stage Contact Stage
Location Contact Lead Qualifications
Source Contact data type
  Contact details including email and phone number*)
  Lead notes and scores

 

Email & Phone Number are included only if:

  • A team member scanned the contact’s badge.
  • The contact chose to share their details publicly or with their connections.

 

How to export your Connections

To export contacts as a .xlsx or .csv file:

  1. Log in to Grip Teams.
  2. Click "Teams" in the top-right corner.
  3. Go to ''My Team'' > Export.
  4. Under Export Contacts, click "Export" and select a file type.
  5. Click "Download" once the file is generated.
  6. Open the downloaded file to view your contacts.

 

Understanding the Meetings Export

  • The Meetings Export allows anyone who has access to the Grip Teams to get a spreadsheet file of all of the meetings that were scheduled with someone linked to the Team
  • The purpose of the meeting export is to understand where and when different meetings are taking place
  • The meeting export can also be used to to populate your CRM system
  • The fields included in the export are: 
Meetings Export Fields
Event Name
Status
Date
Time
Timezone
Meeting Location
Meeting Organiser
Recipients
Message
Contacts
Badge Scans
Meetings
Sessions Check-In

 

How to export your Meetings

1. Once logged in, click on Teams, on the top right of the login page

2. Under the Teams section > Settings click on 'Export'

3. Under Export Meetings, click on 'Click to Generate CSV', once to generate the file and another time to 'Download'

4. Once downloaded, the file can be viewed

Understanding the Session Check-In Export

  • The Session Check-in Export allows anyone who has access to the Grip Teams to get a CSV file of all of the session check-in scans that were made on-site.
  • The purpose of the session check-in export is to generate records of all event participants who have attended the sponsored sessions.
  • The fields included in the export are: 

Session Check-in Export Fields

Event Name

Date Checked In

Contact Stage

Participant Name

Participant Company

Participant Job Title

Email

Phone Number

Session Name

Scanned By Name

 

How do you export Session Check-Ins as a file?

  1. Once logged in, click on Teams, on the top right of the login page
  2. Under the Teams section > Settings click on 'Export'
  3. Under Export Session Check-in, click on 'Click to Generate CSV', once to generate the file and another time to 'Download'
  4. Once downloaded, the file can be viewed



 

 

FAQs

Q: Will the export show all my meetings?

A: The export will show meetings with the status of 'Accepted'.


Q: Where is the personal contact information?

A: In order to respect everyone's privacy as well as remain GDPR compliant we do not automatically share personal contact information (Email and Phone Number). For more information about contact sharing, read this article. The only time that a user's contact information will be included in the export is if the contact came through badge scanning.


Q: How can I export all my scheduled meetings into my personal calendar?

A: To do this you can use Calendar Sync functionality available on ‘My Schedule’. 


Q: How can I schedule meetings for my teammates?

A: To learn more about the functionality within the Grip Teams please click here.

Q: What does "swiped" mean in the export?
A: "Swiped" means that someone has shown interest in another participant. It's the same as "shown interest," but uses different wording in the export file.

Q: If I have added additional languages to the platform, will the exports be visible in other languages too?

A: Yes. For multi-lingual events, all language variants of custom fields will be included in exports.