You can export your Sales P.P.C.T.s information to a spreadsheet (XLSX file). This feature can be useful for tasks such as:
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Storing a backup of your sales P.P.C.T.s.
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Quickly obtaining a list of the main sales P.P.C.T.s or offer links used.
The export of sales P.P.C.T.s is performed in the background and usually takes a few minutes. When the file is ready, you receive a notification in the Guru admin and an email containing the download link. It is not possible to export the same spreadsheet again within a 30-minute interval.
The export is limited to 10,000 sales P.P.C.T.s. If you have a larger number of records, apply a filter to reduce the size of the list for export.
Before exporting the sales P.P.C.T.s, you can apply a filter to export only the desired sales P.P.C.T.s.
On this page:
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How to export Sales Tracking
Before you start, you need to…
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Be an administrator user or have permission to perform the following actions.
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Have one or more Sales P.P.C.T.s registered in Guru.
How to export Sales Tracking
The export of Sales P.P.C.T.s to a spreadsheet is available in the P.P.C.T. - Sales section in the Guru admin.
Before exporting the Sales P.P.C.T.s, you can apply a filter to export only the desired sales P.P.C.T.s.
Steps:
1 - In the side menu, go to P.P.C.T., and then click on Sales.
2 - In Sales P.P.C.T., click on XLS.
3 - After a few minutes, you will receive a notification in the Guru admin with the download link. Click on the notification icon1 in red to view the list of notifications.
1 You may need to refresh the page in your browser (press CTRL+F5) for the notification icon to change color.
4 – Locate the corresponding notification and click on Download.
The download link will be sent by email.
It is not possible to export the same spreadsheet again within a 30-minute interval.
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