Exporting Leads

Modified on Thu, 20 Feb at 7:45 AM

Exporting lead data helps businesses efficiently manage and analyze lead information for marketing campaigns, data insights, and record-keeping. This guide walks you through the process of exporting lead data from our platform.

Things to know:

The ability to export lead data is controlled by the "Allow Access to Clients Configuration & Import/Export Tool" access setting.
Franchise businesses cannot export the lead list at the parent level
When exporting leads the system exports all default fields as well as any custom fields
When exporting leads, the system includes both default fields and any custom fields.
You can choose between two export options:
Export Leads – Exports all leads in the system, excluding pet and family member details.
Export Filtered Leads – Exports only leads that match specific filters or labels, allowing for a more targeted export.

To export your lead list from MyTime, simply:

Navigate to the Clients tab > My Leads
From the Manage Leads dropdown menu, select either the "Export Leads" or "Export Filtered Leads" option
A CSV file containing your lead data will be downloaded to your device

This export will include the following data:


Column	Description
client_id	This is the external ID of the client. If your clients don't have a client_id, this will be blank
client_first_name	The first name of the client
client_last_name	The last name of the client
mytime_client_id	The MyTime unique ID for the client
deleted	This column determines if the client should be deleted or not. "FALSE" to not delete the client or "TRUE" to delete the client
gender	1 will be present for female and 2 for male
date_of_birth	Birthdate of the client
client_since	The date the client first visited
email	Email address of the client
mobile_phone	Mobile phone number of the client
home_phone	Home phone number of the client
work_phone	Work phone number of the client
street_address	Street Address of the client's home
street_address_2	Second street address line of the client's home
city	City of the client's home address
state	State of the client's home address. Two-letter state code e.g. CA/NY/NV
zip	Zip code of the client's home address
country	Two-letter country code e.g. US
can_receive_automated_emails	Is the client permitted to receive appointment-related emails? (Enter 1 for yes and 0 for no)
can_receive_automated_sms	Is the client permitted to receive appointment-related SMS (text messages)? (Enter 1 for yes and 0 for no)
can_receive_manual_emails	Is the client permitted to receive an email campaigns? (Enter 1 for yes and 0 for no)
can_receive_manual_sms	Is the client permitted to receive SMS campaigns? (Enter 1 for yes and 0 for no)
can_receive_manual_sms_confirmed_at	If this field is present, the client is double opted in. Format - Year-Month-Day Hour:Minute: Second Timezone. Example: 2021-09-20 13:05:20 UTC
contact_preference	The client's preferred contact method - 'Email', 'Text Message', 'Home Phone', 'Work Phone', or 'Mobile Phone'.
notes	Client notes found on the client's profile
labels	The labels assigned to the client
custom_field X	This will display the UUID of the field for any custom fields
preferred_employee_id	This is the employee_id of the employee
preferred_location_id	This will display the store ID for the location that is set as preferred on the client's profile
associated_location_ids	Location IDs of the locations the client should be associated with. This ensures that clients are tied to a location and will receive any marketing messages you wish to send. You can add multiple associated location IDs, just separate them using a semi-colon. You can either use the number in the top-right corner of the modal to complete the Store ID field, or you can enter any unique combination of letters or numbers.
associated_mytime_location_ids	This is the location ID for MyTime's listed locations. You can complete the Store ID field by using the number found in the top-right corner of the modal or you may enter any unique combination of letters or numbers to identify the location.

For more information contact us at support@mytime.com or (385) 233-6964.