CSV Exports for Segments

Reo.Dev allows you to export data in CSV format for Account and Developer segments, making it easier to integrate with your workflows and tools. This feature works seamlessly within Reo.Dev’s segmentation capabilities. Here’s a comprehensive guide to CSV exports in Reo.Dev.

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Export Options

When exporting data, you can choose:

Platforms:

• LinkedIn Campaign Manager

• HubSpot

• Salesforce

• Other

Objects:

• Accounts

• Developers

• Both (Exports two separate CSV files: one for Accounts and one for Developers)

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Other Platform: Sample CSV Columns for Exported Data

Accounts CSV Structure

Column Name	Example Record
Company Name	Growth Partner
Company domain name	Yourtarget.com.pl
Reo Segment Name	Account in Deployed stage
Reo Developer Activity Score	LOW
Reo Customer Fit Score	WEAK
LinkedIn Company Page	NaN
Company Location	India
Annual Revenue	NaN
Industry	Professional Services
Founded In	NaN
Reo Count of Developers	1
Reo Account Link	https://web.reo.dev/dashboard/accounts?orgId=0...
First Activity Date	07-Jan-2024
Last Activity Date	07-Jan-2024
Stage	In Pipeline
Employee Count Range	251-1K
Tags	forked, dev,Owned GitHub,Hot accounts

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Developers CSV Structure

Column Name	Example Record
First Name	Manikantan
Last Name	Ramachandran
Email Address	[e-mail]
Company Domain	oracle.com
Reo Segment Name	Account in Deployed stage
Designation	Senior Software Engineer DevOps
Country	India
LinkedIn ID	https://www.linkedin.com/in/manikantanr
Github ID	https://github.com/manikantanr
First Activity Date	19-Jan-2024
Last Activity Date	19-Jan-2024
Reo Account Link	https://web.reo.dev/dashboard/accounts?orgId=b...
Stage	In Pipeline
Employee Count Range	100K+
Tags	viewed pricing, buyer involved

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Customizing CSV Exports by Platform

For platforms like HubSpot, Salesforce, and LinkedIn Campaign Manager, the exported CSV files are optimized for the respective platform by modifying columns and data structure to ensure relevancy and ideal compatibility.

For more details on CRM syncing within our product, check out the following guides:

• HubSpot Integration Guide
• Salesforce Integration Guide

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Tags in CSV Exports

New Feature: Export Tags in CSV

You can now export Account Tags and Developer Tags as part of your CSV files. These tags are:

• Fully customizable

• Provide quick context and insights on enriched data

Why it matters:

• Tags help identify key account traits or developer activities at a glance.

• Allow better segmentation and prioritization of accounts and developers.

• Enable your sales and marketing teams to make more informed decisions.

Want to learn more? Check out our Tags Handbook, featuring 15+ use case examples for tagging and segmenting developers to prospect smarter, increase pipeline, and close deals faster.

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Technical Notes

• If you select the "Both" option while exporting objects, two separate CSV files will be downloaded: one for Accounts and one for Developers.

• The Download CSV button is hidden for two default segments: All Accounts in the Accounts panel and All Developers in the Developers panel.

• For all other custom or default segments, the Download CSV option is available at the top right corner.

• CSV exports are structured to ensure compatibility and usability across various platforms and tools.

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Let us know if you have any questions or need help getting started with CSV exports in Reo.Dev!

If you need assistance with the implementation, contact your Customer Success Manager via the Slack channel or email us at [e-mail]