> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.nector.io/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Exporting Referral Data

# **Tracking Referrals Through Bulk Export**

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## **Introduction**

The **Referral Export** feature allows you to track the number of referrals generated during a specific time period.
This is useful for:
• Measuring referral program performance
• Identifying top referrers
• Analyzing referral-driven conversions
• Reviewing customer engagement patterns
Follow the steps below to efficiently track and review referral data using bulk export tools.


### **Step 1 - Understand the Referral Tracking Process**

Begin by familiarizing yourself with how to track referrals within a specific timeframe using the bulk export functionality.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image1_1s4bl02.jpg)

### **Step 2 - Navigate to Export Referrals**

From the Nector dashboard:
1. Click **Customer** in the left-hand menu
2. Select **Export Data**
3. Choose **Export Referrals**

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image2_38irdg.jpg)

### **Step 3 - Choose Export Date Range**

Click **Export**.
You will be prompted to select a **date range** for your referral data export. 
The maximum allowed date range for an export is **90 days**.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image3_fnk0i0.jpg)

### **Step 4 - Select Past Month or Custom Range**

To track referrals from the **previous month**, choose the appropriate date range. For example, select the entire month of **October** (or any preferred period).

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image4_jtqksc.jpg)

### **Step 5 - Export Referrals for a Specific Customer**

To view referrals created by a particular customer:
• Enter their **Lead ID** (found in the Nectar dashboard)
• Click **Export**
💡 *Tip:* This is useful for checking referral activity of top ambassadors or influencers.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image5_1u8th7m.jpg)

### **Step 6 - Receive Export Email**

Once the export is complete, an email will be sent to your **admin email** with a download link.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image6_1ln37oy.jpg)

### **Step 7 - Review Referrer Information**

The exported CSV file will include:
• Referral method
• Referrer’s email
• Referrer’s mobile number
• Referrer’s name
• Referred user’s email address

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image7_3y9ft3.jpg)

### **Step 8 - Review Referee & Order Information**

The file also displays:
• Referred individual’s mobile number (if provided)
• Order ID linked to the referral
• Referral status (e.g., completed, pending)

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image8_ug5elh.jpg)

### **Step 9 - Referral Creation Date**

The export file includes the **date the referral was created**, providing clear visibility into:
• Who referred whom
• Referral progress
• When the referral occurred

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image9_lshwsv.jpg)

### **Step 10 - View Past Referral Exports**

To review previous downloads, go to **View History**.
This shows past referral export logs.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image10_fldcr8.jpg)


### **Step 11 - Resend Download Link**

To receive the file again, click **Send Download Link**, and a download link will be emailed to your registered admin address.

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image11_jikgtd.jpg)

### **Step 12 - Completion**

This concludes the referral tracking process.
Thank you for following along!

![](https://storage.crisp.chat/users/helpdesk/website/-/d/9/9/4/d9947dc4cf2ed000/image12_9ti042.jpg)


## **Wrap-Up**

You now know how to:
✅ Export referral data within custom time periods
✅ Filter referrals by customer Lead ID
✅ Analyze referrer and referee details
✅ Track referral statuses, associated orders, and creation dates
✅ Retrieve past exports anytime
This export tool helps you accurately monitor referral performance—all in a streamlined, organized format. 💚