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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.

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, guest data, booking data, and related booking and listing custom fields. Exports do not include message history, uploaded guest IDs or selfies, or rental agreements.

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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