Exporting a Participant List for an Order (Providers)

As a provider, you may offer to export a list of participants for the partner as one of your services. This list can then be used by the partner to follow up with prospects.

You can also export the list so you have a file in the correct format for importing a list of prospects. 

If you need to modify or add data about participants, export the list and make the modifications in the exported file then re-import it.

You can export a list to have a printed copy or use Excel to manipulate the data.

1. Navigate to Manage Orders.
2. Click Bulk Activities and choose Export Participants from the drop down list.
3. [Optional] Choose to only export participants that have been added after a specified date.
4. Click Send. The list is made available in your My Downloads area of the portal and you'll receive an email confirmation when it's ready.