Exports: take any list with you
Any list you build in Fundz can leave Fundz: as a spreadsheet, or straight into your CRM. Your data is never locked in.
Export a list as a spreadsheet
- Open the list you want: Fundings, Executives, Acquisitions, Agreements, Products, Crowdfunding, Hiring Intel, Companies or Saved Events.
- Set your filters so the list shows exactly the companies you want.
- Click Get CSV.
- Fundz builds the file and emails it to you as a zip. It also appears on your Exports page.
Each export has a limit on how many records it includes. Where Fundz shows a confirmation before exporting, it tells you how many records match your filters and your plan's limit. Annual plans have a higher limit than monthly ones. If a list is bigger than your limit, narrow the filters or split it by time period.
Send a list to HubSpot or Salesforce
Once you've connected your CRM, Push to HubSpot and Push to Salesforce buttons appear next to your filters. Click one, check the count, and confirm. Fundz sends the companies, and their contacts, to your CRM in the background and emails you when it's done. See HubSpot and Salesforce.
Working your own pipeline in My targets? It has its own Export button, and HubSpot users can keep it in sync both ways. See Import and export and Sync My targets with HubSpot.
Your export history
Click Exports under Tools in the left menu, or go to Exports. The Export History table shows every export you've made:
- Date: when you made it
- Filters: the filters that were applied
- Time Period: the dates it covers. Pick new dates and click New export to run the same export again for a different period.
- Results: how many records it holds
- Actions: download the file again, or delete the export
Plans
CSV export and CRM push are on Pro and Strategic. During a trial, the button reads CSV (Full Access) and unlocks when you choose a plan. SEC 8-K filings can't be exported yet. See Plans & Pricing.
Prefer to pull data into your own systems automatically? See the Fundz API.