A few things to keep in mind when exporting CSVs:
-
When exporting companies, you may download as many companies as the number of remaining credits that have been purchased by your company.
-
Only certain users are allowed to purchase or use credits in Sales Insights. Learn more about permissions available.
-
When you pivot your report by Industry, Revenue, or Employees (company size), you can download that without using any credits.
Here's a tip
The Employee location filter has been removed and the Revenue filter has been added. -
The maximum number of rows that may be downloaded at once is 250,000.
To export a CSV report:
-
Log in to Sales Insights.
-
From the Reports tab, locate the report you’d like to export.
-
Click the report to open the Report Page, and click Export in the top right corner.
- You may also export CSVs from the Top Picks, Big Bets, and Untapped Growth sections.
-
From the dropdown that appears, click CSV.
-
In the Export company records window, enter the number of Company Records you'd like to export, and click Review.
-
You'll receive an updated total of the number of credits that will be used for the export. Click Yes, purchase to export the company records.
Important to know
Once your credits are deducted, the transaction cannot be reversed.
Once completed, your CSV export will be available for download on the Exports page.
You can write back LinkedIn Sales Insights data to the CRM by enabling the CRM Writeback feature.
Three types of data will be exported from Sales Insights into the LinkedIn Sales Insights component on an account record in your CRM: firmographic, persona, and LinkedIn custom attributes.
The data from Sales Insights will be exported to a custom component on an account record called LinkedIn Sales Insights. The data can be exported through manual export, or by enabling daily export to your CRM.
For more information about CRM writeback, visit: LinkedIn Sales Insights CRM Writeback - FAQ.
To view and download reports that you have previously exported:
-
Log in to Sales Insights.
-
From the Exports tab, locate the report you'd like to view or download again.
-
Click Download.
Here's a tip
It doesn't use any credits to download or view a previously exported report.
Please review the frequently asked questions below to learn more about exports:
LinkedIn Sales Insights uses one credit for every account the customer exports. These appear in the CSV generated on the Exports page. In case of failures, you can re-export the same accounts without using additional credits. Companies purchased in previous reports won't consume any credits either.
Here's how you troubleshoot when you run into the following errors during CRM export:
-
Error: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY
This error sometimes occurs when accounts are first exported to Salesforce. This issue will resolve itself in the next auto-export, or by triggering another manual export.
-
Error: ENTITY_IS_DELETED
This indicates that the account has been deleted in your CRM. Sales Insights cannot write to deleted accounts.
-
Error: INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY
This is a permissions issue on the account. To resolve this issue, grant public access and enable write access to the account in Salesforce.com.
The best way to save a report for a particular period of time is to export a PDF when you save the report. We then recommend either saving the report to your device, or revisiting it via the Exports tab in Sales Insights.
Reports accessed via the Reports tab automatically refresh when opened.
Previously exported reports on the Exports tab are for a specific period of time and don't refresh.
You can view a report of the records that were manually or auto synced to the CRM in the Exports page.