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:

• Secure Cloud Storage: Every valid submission is encrypted and persisted in your TryQRMint database under your workspace account.
• Centralized Submissions View: Inquiries appear under `/dashboard/qr-codes/[id]/submissions` with search, status filters, and individual response modals.
• Business Plan Entitlement: Direct CSV data export is an advanced data management feature available on the TryQRMint Business plan.
• 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

Most major CRM and marketing automation platforms feature universal CSV import wizards. The general procedure is consistent across platforms:

• HubSpot: Open Contacts > Import > Start an Import > File from Computer > One File > One Object (Contacts). Map the CSV 'Full Name' to Contact Name, 'Email' to Contact Email, and 'Submission Date' to Lead Create Date.
• Salesforce: Launch the Data Import Wizard under Setup > Data > Data Import Wizard. Choose Standard Objects > Leads > Add New Records, and map CSV headers to standard Lead fields.
• Zoho CRM / Pipedrive: Select Import Leads, upload the CSV, match mapped columns, and assign incoming leads to specific sales team members for follow-up.