In this article, we outline what data is available within the individual meeting exports as well as how to access them. Grip provides you with the ability to export meeting details either as a csv or xlsx file. For more information on file formats, check out this article here.
If you are part of a team, please see how to export meetings and contacts in this article.
Here is what we will cover in this article:
- Understanding Individual Meetings Export
- How to export Individual Meetings File
- Frequently Asked Questions
Understanding Individual Meetings Export
- The Meetings Export allows anyone to get a csv file of all of the meetings that were scheduled with them
- 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 populate your CRM system
- The standard fields included in the export are:
Meetings Export Fields |
Event Name |
Date |
Time |
Location |
Name |
Message |
Feedback |
Extended Feedback |
Feedback Message |
- In addition to these standard fields all other profile fields associated with the individuals
How do you export the Meetings CSV
1. Once logged in, click on Profile, on the top right of the login page
2. On the left-hand side > Export Meetings
3. Click on 'Export xlsx' or 'Export csv' button to generate the file depending on which version of the file you wish
4. Click the 'Download' button once the file is ready
5. Once downloaded, the file can be viewed
Frequently Asked Questions
Will the export show all my meetings
The export will show meetings of all status (Accepted, Pending & Declined)
Where is the contact information for my meetings
In order to respect everyone's privacy as well as remain GDPR compliant we do not automatically share contact information. For more information about contact sharing click here (do we have an article about this?)
How can I export all of my meetings into my personal calendar
When a meeting request occurs you will receive an email notification about the meeting, from there you can add the meeting to your calendar.