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.


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)


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


Developers CSV Structure

Column Name
Example Record

First Name

Manikantan

Last Name

Ramachandran

Email Address

Company Domain

Reo Segment Name

Account in Deployed stage

Designation

Senior Software Engineer DevOps

Country

India

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


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:


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.


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.


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 [email protected]

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