Exporting Provider and User Data

You can export a list of provider accounts or a list of provider users as a .CSV file. The file will be sent to the email addresses in your Unifyr One Admin account.

To export data, follow these steps:

1. Navigate to Partner Management > Providers.
2. Filter the list to display the accounts you want to export.
3. Click Export and choose either Export Providers or Export Users. 
   • The exported providers file contains additional data points such as Zift Partner ID, Name, Status, Create Date, Expiration, Last Login, Total Logins, Auto Registration Rules, Default Lead Owners, Available Funds, Sales Reps Count, Users Count, SSO Company ID, Partner Source, Terms Accepted By, Terms Acceptance Date, and custom fields.
   • The exported users file contains additional data points for all provider user accounts such as Zift Partner ID, Partner Name, Partner Name, Email, First Name, Last Name, Office, Mobile, and the date Terms and Conditions were accepted.
4. An on-screen message confirms that the export has started.