How to Export/Scrub Contact Information for Cancelled Accounts [Tech]

To export a list of contacts for an account that has recently cancelled or had previously cancelled, follow these steps to ensure only the necessary contact information is shared.

Exporting Contact Information for Cancelled Accounts

1. Escalated Approval:
   • Obtain approval from leadership before proceeding with the export.
2. Access Applicants Tab:
   • Log in to your account and navigate to the Applicants tab.
3. Select All Records:
   • Select all the records from the list of applicants.
   • Click the Export Applicants button.
4. Export Applicants:
   • When prompted, click Export Applicants to download the file.
   • Save the file with a relevant name, such as “Clean Queen LLC Applicants List,” under your downloads.
5. Review Exported Data:
   • Open the downloaded file to review the content.
   • Ensure that only the necessary contact information is included.
6. Clean Up the Data:
   • Remove Unnecessary Columns: Delete any columns that are not essential, such as tags, additional phone numbers, contact ID, business, and company.
   • Ensure that only the following columns remain:
     • First Name
     • Last Name
     • Phone Number
     • Email Address
7. Final Review:
   • Scroll through the file to ensure no other information is present.
   • Save the cleaned-up file.
8. Send the File:
   • Send the final file to the requesting party, ensuring it only contains the approved contact information.

By following these steps, you can securely and efficiently provide the necessary contact information for cancelled accounts while maintaining data privacy and compliance.