How to Export QR Code Leads to CSV: Dashboard and CRM Import Guide

1. The TryQRMint Data Export Architecture

To set clear operational expectations, it is important to understand how TryQRMint manages submission records:

• Form-Submission Data Workflow: Successful submissions are stored in TryQRMint's form-submission data workflow and displayed in the QR owner's Submissions dashboard.
• Centralized Submissions View: Inquiries appear under `/dashboard/qr-codes/[id]/submissions` with search, status filters, and individual response modals.
• Business Plan Entitlement: CSV export requires the Business entitlement. Dashboard/form availability otherwise depends on the account's current product entitlement and form status.
• Manual Import Workflow: TryQRMint does not provide direct native API integrations or automatic two-way background synchronization with HubSpot, Salesforce, or Zapier. Instead, data is exported as a clean CSV file and imported into your external CRM using the platform's standard file import tool.

2. Step-by-Step: Exporting Submissions to CSV

Exporting your submission records takes just a few clicks from the dashboard:

• Step 1 — Navigate to QR Codes: Log in to your TryQRMint account and open the main QR Codes management view.
• Step 2 — Select Submissions: Find the specific Lead Capture QR code and click the 'Submissions' button (or open the QR code details menu).
• Step 3 — Filter or Review: Optionally filter submissions by status ('New', 'Contacted', 'Converted', or 'Closed') or search for specific contacts.
• Step 4 — Click Export CSV: Click the 'Export CSV' button in the upper right toolbar. Your browser will download a file named `[qr-name]-submissions-[date].csv`.

3. Structure of the Exported CSV File

The exported CSV is organized cleanly with standardized columns followed by your dynamic custom fields:

4. Importing CSV Leads into Excel and Google Sheets

Once downloaded, opening and working with your submission data in spreadsheet software is instantaneous:

• Microsoft Excel: Double-click the `.csv` file or select File > Open > Browse to view all rows. Use Excel's 'Format as Table' feature to enable instant sorting and filtering by service category or date.
• Google Sheets: Open a blank Google Sheet, select File > Import > Upload, and drag the CSV file into the browser. Choose 'Replace current sheet' to populate your leads with correct column alignment.
• Data Cleaning: Because respondents type their own information into validated fields, you avoid handwriting misinterpretation and missing digits common with paper notes.

5. Importing CSV Leads into External CRMs

Download the CSV from TryQRMint, open your destination platform's current CSV import workflow, map TryQRMint columns to the destination fields, review the preview, then complete the import:

• Field Mapping: Map exported columns (such as Full Name, Email Address, Phone, and custom questions) to corresponding fields in your destination system.
• Spreadsheet Tools: Compatible with Microsoft Excel, Google Sheets, Apple Numbers, and open-source spreadsheet software for quick sorting, filtering, and data grooming.
• CRM & Marketing Platforms: Import into CRM platforms (such as HubSpot, Salesforce, or other compatible CRM tools) using their standard file import wizards.
• No Automatic Sync: TryQRMint provides structured file export rather than native background API sync, giving you direct control over when and what records are uploaded.