Export candidate data from Talkpush using the Export feature in the Leads tab. You can export data from one or multiple campaigns, select a time range, and customize the exported fields based on your needs. You can also include additional information, such as document submission status, as export columns.

✅ Step 1: Navigate to the "Export" button in the upper right corner of the Leads tab. When you click the "Export" button, you will be taken to the Export Data screen.

✅ Step 2: Click on the Select Campaigns menu to select your desired campaign.

Note: If none of the campaigns are selected, all the campaigns will be chosen as the default choices.

✅ Step 3: Choose a "Date Range" You may either write the dates down or use the calendar to navigate.

✅ Step 4: Scroll down and choose the data columns you want. You can pick several data columns by holding "Ctrl or Command" and clicking on the data columns you desire, then clicking the ">" button.

✅ Step 5: To get the documents data in export, select the "Documents" button present in the data columns.

Note: You can also use the ">>" button to relocate most of the data columns at once. Also, you can select them by double-clicking on the options for data columns.

✅ Step 6: Finally, press the "Download" button.

The data from the document will be included in the export after it has been downloaded. The resulting file will contain the candidate name and the document type displayed in separate columns in the excel file. The exports will include counts, i.e., 1,2,3, etc., as an indicator for the document present for the particular candidate.

As a part of the prescreening questions, you can ask the candidates for the necessary documentation by creating document templates that map candidate submissions to the correct document type. Click here to learn more.

Remember to enable pop-ups coming from Talkpush to allow automatic downloads of the CSV document export.

Looking for more export options? Learn how to create one-time or scheduled exports, track export progress, and manage your previous exports in Export Candidates: Export Once or Schedule, Track, and Manage Your Data Exports.