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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.

      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.

      In this article, we will cover:

       

      Understanding the Contacts Export

      • The Connections Export allows anyone with access to the Grip Teams to get an .xlsx or .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
      Contact Stage Contact Stage
      Location Contact Qualifications
      Source Contact data type
        Contact details including email and phone number*)
        Lead notes and scores

      *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 to export your Connections

      The Grip Teams contacts can be exported in either a .xlsx or .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 Export, select the file type you'd like 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 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

       

      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.