Help users export data from platforms
Learn how to guide customers through exporting their data from common platforms including CRMs, marketing tools, and databases in various formats.
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Who is this for?
This guide is for Customer Support Agents helping users migrate or backup their data.
Step-by-Step Guide
Key Terms Defined (Dictionary)
| Format | Best Use Case | Pros | Cons |
|---|---|---|---|
| CSV (Comma Separated Values) | Importing into other apps, spreadsheets. | Universally supported. | No formatting, issues with special characters. |
| JSON (JavaScript Object Notation) | Developers, API backups. | Preserves nested data structures. | Hard for humans to read without tools. |
| Reports, Invoices. | Looks good, printable. | Hard to edit or extract data from. | |
| XLSX (Excel) | Financial analysis, reporting. | Supports formulas and formatting. | Proprietary format, larger file size. |
Get started with Trinity
Trinity is a conversational expert who works alongside you, following your screen and guiding you through each step. It's like having someone who really knows Google Sheets sitting right next to you.
What happens when you click "Start with Trinity"
- 1Connect your microphoneGive permission for Trinity to access your microphone so you can ask questions and get Trinity's help as you go.
- 2Share your screenShare the screen you are working on so Trinity can see what you're doing and provide guidance.