Exporting Sierra Interactive Contacts to a CSV Files
Learn how to quickly export a csv file of the contacts in your Sierra Interactive CRM.
This should take less than 5 minutes to complete.
Access the Sierra Interactive Lead Export Tool:
Log in to your Sierra Interactive account.
Click on the gear icon in the upper blue toolbar to access settings.
Select the Lead Export option from the dropdown menu at bottom left.
Reason for Export; "DNC check with Verify by Call Action"
Section 1.2 Leads with Status; You can select All or exclude Archive, Junk, Do Not Contact, Blocked
Initiate the Export Process:
Reason for Export; enter "DNC check with Verify by Call Action"
In section 1.2 Leads with Status (Note: You can select All or exclude Archive, Junk, Do Not Contact, Blocked)
Click the green Continue button.
Select the following Fields to Export
- First Name
- Last Name
- Email Address
- Secondary Email
- Phone Number
- Date Registered
- Source
- Address
- City
- State
- Zip
Click Continue
Select Order section, leave as is.
Click Continue to start downloading your contact list as CSV file.
Import: Include Header & Row in the Sierra Interactive export file
Click Export
Download the Sierra Interactive Lead Export File:
Once the Sierra Interactive lead export is complete, a CSV file containing your contacts will be available for download in the Lead Export Task view.
Click on Gear icon to top navigation
Click on Lead Export
Click on the green file name to save CSV file to your computer
(Note the name & location of the Sierra Interactive export CSV file on your computer to easily find and upload into your Verify for DNC scanning)
Once your data is exported from Sierra Interactive as a CSV file, you can do an email verification, scrub the DNC, scan for reassigned / deactivated phones, check for known litigators or start a CallAction revive campaign to proactively re-engage your old leads.