Article Overview
If you are transitioning from Canvass to SalesRabbit and would like to import your current list of leads, this article covers how to export your data from Canvass.
Step 1 - Log In
- Log into the Canvass web app
- Click the "Configure" dropdown from the left-hand menu
- Click "Export Interactions"
Step 2 - Filter
- Select your desired date range, groups, employees and sources
PRO TIP: Leave all of these fields blank to export everything - Click "Submit"
Step 3 - Download the Export File
After clicking submit, you will be presented with a loading screen, and your file will be processed in the background.
Once the file is ready, the page will reload with a link to download your .CSV file.
(The file will also appear on the "Export Interactions" page if you ever need to redownload the file.)
- Click the "Download" Link
- Save the file to your computer and remember where you saved your file.
- You can then upload that file into SalesRabbit to access your leads within SalesRabbit.
Click here to learn how to import leads into SalesRabbit.