You can export different types of data from your Instantly account.
Access Requirement
You need an active main subscription to access the dashboard and export data. If your plan has expired, you won't be able to access the dashboard and export data.
To regain access:
Resubscribe to a main subscription (Outbound, Data Credits, etc)
Once the main subscription is active, you can regain access to the dashboard
Export any data you need
Planning to cancel? Export all important data before your subscription expires.
Exporting Leads in the CRM
Option 1: Export All Leads
Go to Leads → All Leads
Select all leads
Click "Row actions" (top right)
Select "Download selected"
CSV file downloads to your computer
Option 2: Export Selected Leads in the CRM
Go to the Leads tab
Click "Lists" or "Campaigns"
Select your target list or campaign
You can filter leads before downloading when needed
Select leads:
Check boxes next to specific leads
Or click "Select all" to choose all filtered results
Once leads are selected, click "Row actions" → "Download selected"
What's Included:
Workspace ID
Lead upload/update timestamp: When the lead was added or last modified
Upload method: How lead was added(CSV, API, manual, etc.)
Campaign ID/Name: Campaign the lead belongs to (if in a campaign)
List ID: List the lead belongs to (if in a list)
Lead data: Variables or enriched data
Lead status: Current status in the campaign (Active, Completed, etc.)
Interest Status: Lead interest label (Interested, Not Interested, etc
Assignee: Team member assigned to this lead (if applicable)
Verification status: Whether email was verified and verification result
Last contacted from: Which sending account last sent to this lead
Note: If you download leads directly from the Leads section of the campaign, the CSV file only includes the campaign name, lead status, variables, verification status, interest status, last contacted from, email service provider, and email security gateway provider information.
Exporting Campaign Analytics
Option 1: Export Campaign Analytics Report
Open your Campaign
Click the "Analytics" tab
Click the three dots (...) in the top right -> Download Analytics -> Report downloads as a CSV
The downloaded CSV includes: Sent, Opened, Unique Opened, Replies, Unique Replies, Clicks, and Unique Clicks.
Option 2: Export Email Sending Activity
Open your campaign
Go to the "Analytics" tab
Scroll down to the "Activity" section
Click the "Download" button
CSV file downloads with activity log
What's included:
Lead email addresses
Sending account used
Step number
Event
Email sent/opened/Link clicked
Replied received/Unibox Reply sent
Bounced
Auto reply
Interested
Event timestamps
Which link was clicked on
Exporting Email Accounts
Download a list of all your connected email accounts.
Go to the Email Accounts dashboard
Select accounts:
Check boxes next to specific accounts
Or click "Select all" to choose all accounts
Click the three dots (...) in the top right corner
Select "Download CSV"
CSV file downloads with account details
What's included:
Email addresses
Accounts from Instantly (TRUE or FALSE)
Account has error (TRUE or FALSE)
Tag names
Exporting Campaign Sequences
Option 1: Export via API
All steps
Email subject lines and body copy
Option 2: Import Campaign to Another Workspace Manually
Open the target campaign
Click on the "..." icon in the top right corner and select "Share campaign"
Click "Copy link"
Log in to your new workspace in incognito mode and paste the copied link into the web browser.
Click on "Let's go" when prompted.
Once you've done that, you'll see the campaign imported to the new workspace.
Exporting Blocklist
Download your list of blocked email addresses and domains.
Go to the Blocklist tab
Select entries:
Click "Select all" to choose all blocked emails
Or check boxes next to specific entries
Click "Download CSV"
CSV file downloads with blocked entries
What's included:
Blocked email addresses and domains
Date added to blocklist
Export Unibox Replies
There is no direct way to bulk export all Unibox replies from the interface.
Email replies
Email content
Reply timestamps
Sending account
Lead email address