Teams Export Guide

In this article, we outline what data is available in the different exports within the Grip Teams dashboard as well as how to access them. Grip provides event participants who have access to Grip Teams with three exports, Contacts, Meetings, and Session Check-in. For more information on the file format, check out this article here.

 

Here is what we will cover in this article: 

Grip provides event participants who have access to Grip Teams with three exports:

1. Export of Contacts

2. Export of Meetings

3. Export of Session Check-ins

Understanding the Contacts Export

  • The Contacts Export allows anyone with access to the Grip Teams to get a csv file of all users who interacted with someone linked to that team. Custom profile fields are included in a contact export.
  • The contact list includes all people who have:
        • A connection with someone linked to the team
        • A meeting with someone linked to the team
        • Or a badge scan with someone linked to the team
  • The fields included in the export are:
Connections &  Meetings Badge Scans
Event Name Event Name
User Name User Name
Company Name Company Name
Stage Stage
Location Location
Source Source
  Email*
  Phone Number*
  Scanned By

*Email and Phone Number is only included if one of your Team has scanned this Contact's badge, or if the Contact has chosen to share personal contact details Publicly or with their Connections.

 

How do you export the Contacts CSV

The Grip Teams Contacts can be exported in a CSV file. In order to export the data, please follow the steps below:

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 Contacts, 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 Meetings Export

  • The Meetings Export allows anyone who has access to the Grip Teams to get a csv 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

 

How do you export the Meetings CSV

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 CSV?

  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

  • Will the export show all my meetings?

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

  • Where is the personal contact information?

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.

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

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

  • How can I schedule meetings for my teammates?

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