Export Leads: your calls and forms in Excel or CSV, in one click

Lead exporting is the process of taking the leads you’ve captured in Nimbata and moving them outside the platform so you can work with them in your own tools. With lead exporting, you can filter the data to your needs and instantly download it as an Excel or CSV file that opens in Excel, Google Sheets or any other tool. This gives you full control to view, edit, analyze, and share your lead data, making it easier to understand performance, run your own reports, and integrate with your existing workflows.

Nimbata gives you flexibility to export your data in the formats that work best for you. You can download lead data or reports as Excel (XLSX) or CSV files for deeper analysis, or save charts and visuals as PNG, JPEG, PDF, or SVG for easy sharing and presentation.

Yes, Nimbata lets you apply filters to your leads directly in the dashboard before you export. You can zero in on specific time ranges, campaigns, call types, or any other criteria you choose, then export only the data that matters to you. This way you’re not just downloading everything; you’re taking out exactly what you need for analysis, sharing, or integration with other tools.

Exporting leads gives you full control over your data. It lets you filter and move the leads you’ve captured into the tools you already use, like Excel, Google Sheets, or CRM and ad platforms, for deeper analysis, reporting, and collaboration. By exporting, you can back up critical customer information, customize your own workflows, and turn raw lead data into actionable insights that drive better marketing and sales decisions.

The columns of your report view, in the same order. Choose them with Edit columns, from the caller, date, outcome and duration to the source, UTM parameters, click IDs, location, tags, rating, value, notes and transcripts, plus your custom fields and custom URL parameters.

Yes. Filter the view, and the file holds the calls the filters show. Tick calls in the report, and it holds only the calls you ticked.

When a report holds more calls than the page has loaded, Nimbata builds the file for you. You'll see when it's ready, in the app and by email, with a download link that lasts 24 hours. One export runs at a time.

Yes. Export from the All projects view, and the file gets a Project column, so each call shows the project it belongs to.

Yes. Add the Transcription column to your view, and the file holds the text of each call's transcript. It's included when you can read transcripts in every project the export covers.

Yes. Download recordings puts the recordings and voicemails of your view, or of the calls you tick, in one ZIP file of up to 300 MB. Its link lasts 12 hours, and you need permission to listen to recordings.

Yes. The form report has its own export, as Excel or CSV, with its filters and a column for each submitted field. Form tracking is on the Marketing and Agency plans.

There's no scheduled export of a file. For a sheet that keeps itself up to date, the Google Sheets integration adds calls as they happen, on the Agency plan, and scheduled email reports send a summary of your calls by email.

Exports are off while your account shows sample data, so a sample file can't be mistaken for your own. Turn off sample data, or finish setup, to export your real calls.

Exporting calls and downloading dashboard widgets are on every plan. Form exports are on Marketing and Agency, and bulk recording downloads on every plan with call recording. Saving a view with its columns and filters for next time needs the Report Editor, on Marketing and Agency.