Answered

How to Export Social Media with Customer Data

Hello,

I am working with a client who uses Insightly and she has spent a lot of time adding social links to her customer profiles. 

We went to do an export of her customer list the other day, however we were unable to export the social media links that corresponded to the contacts.  This is an extremely important part of her database that we will need!

Is this possible to do?   Or does anyone have a solution!

Any help is much appreciated.

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3 comments
  • Hello Nick,

    Yes, this is possible to do!

    You'll want to start by navigating to the Reports Tab > Contact Reports > Contact Report. Then you'll want to drag over from the "Report Fields" the Facebook, LinkedIn, or Twitter profile column into your report. I've attached a screenshot to showcase how your report should look after following the above steps. 

    Hope that helps!

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  • Thank you Alejandro.  That was exactly what we needed!

    Much appreciated!!!

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  • Hello Nick,

    Happy to help! 

    If you ever need more assistance feel free to keep posting your questions and we'll do our best to help.

    Enjoy the rest of your week! 

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