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Exporting Guest Data from Enso Connect (to import to a CRM)

Export your guest data to CSV or JSON file

Step-by-Step Guide

1. Go to the CRM section inside your Enso Connect account.

2. Click Export Data.

3. Choose your preferred file format: CSV or JSON.

4. (Optional) Click the Filter icon to narrow down guest data based on attributes like check-in date, listing, or booking channel.

CRM Import Tips

Here are some resources to help you bulk-import the exported data into popular CRM platforms:

  • HubSpot - Learn more here

  • Salesforce - Learn more here

  • Zoho - Learn more here

  • Mailchimp - Learn more here

Note: Exports include guest profile fields only, not message history. Conversation history cannot be exported from the Inbox.

Exporting revenue and financial data

  • Revenue and upsell data: use the CRM export and add the upsell, fee and booking columns you need (for example Total Upsell Revenue and Purchased Product Names) before exporting.

  • Financial transactions and fees: use your connected Stripe account. In Stripe, export payments for the date range you need. Stripe is the best source for detailed financial reporting.

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