📊 Export and use your data from Qomon
In which format is the contact database exported?
From the web platform, only administrators can export part of the contact database.
When an export is requested, a file in CSV format with UTF-8 encoding or XLS format is downloaded.
To open a CSV file, you will need to use a software designed for CSV files, such as Numbers.
To open an XLS file, you will need to use a software designed for spreadsheet files, such as Excel.
What information is included in the export?
⬆️You can export all the information you need on the Qomon platform!
💡You can select the information you are interested in so that you do not export all the data if you do not need it (name, phone, email, responses to the questionnaires, additional information such as tags, status, etc.)
⚠️It is important to know that if you have deleted a survey, all the answers that have been given are still in the export! Data from an old survey is never deleted. This is why it is essential that when modifying a survey, you completely delete the old questions to create new ones: In order not to mix the data.
How do I export from Qomon?
Start by going to "Engage" > "Contacts". In contacts, you must start by choosing one or more filters to select the contact data you would like to export.
Simply make your selection to export only the part of the contacts you need. Then select the results button in the bottom right.
Once you apply your filters, you need to check the boxes of the contacts to be exported. You can select all the contacts on one page by selecting the check box next to “FIRST NAME.” Click on "Select all pages" if you want your export to go beyond the first 50 contacts.
Once all the contacts that you would like to export have been selected, click on “Export” at the top.
After selecting “Export” a window will pop up where you can find the details for exporting. Don’t forget to select the correct format for exporting at the top.
💡Click on “Select” in the “Information” tab to select and customize the information you would like to export and then select “Export” at the bottom of the window.
📬 What does "export for mailing" mean?
It is a simplified export that you can use to carry out a mail merge. There will only be important information (last name, first name, address). You can edit this information by selecting the ⚙️ next to “Export for mailing.”
💡 This feature also allows members of the same family to be grouped together in order to avoid 3 letters if the 3 people live in the same place.
You will receive a link in your email to access your exports to download the file once it is ready.
Here are some Tips:
You can filter out ALL the citizens you visited during the mobilization. To do so, you just have to use the filter "visited since" and select a very old date. You will then be able to see all the contacts you met through door to door or even when you added them from the mobile.
You can export the contacts by filtering their answers to the questionnaires. Based on a specific answer or simply if the person answered the question (it doesn't matter which answer).
In the exported file you have the possibility to see which volunteer met the contact.
You can open a CSV file with Google Sheets.