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How do I export data out of Catchlight?

To export all Lead data from Catchlight:

    • Clear any filters from your current view
    • Click "Export Contacts" on the Your Leads page.
    • Select either Standard format (as a CSV file) or FMG format (for easier import into FMG if you have an account with them).

To export only a selected subset of Leads:

    • Choose the necessary filters or Saved Segments on the left side of the Leads page.
    • Click the “Export Contacts” option
    • Select either Standard format (as a CSV file) or FMG format (for easier import into FMG if you have an account with them).

The export may be leveraged to upload your Catchlight data into your CRM solution or your marketing tool. Additionally, Catchlight writes data to Redtail, Wealthbox, and Salesforce. See more on the Integrations page.

To export Client data from Catchlight, please contact our Support team at support@catchlight.ai for assistance.