Exporting Leads to Excel/CSV

Exporting Leads to Excel/CSV

The leads you collect with Ultimate Spin Wheel belong to you. You are never locked in. Whenever you need to move data into a CRM, analyze it in a spreadsheet, or keep a backup, the built-in export gives you a clean CSV file that opens directly in Excel, Google Sheets, or Apple Numbers. This guide explains exactly what the export produces, how filters affect it, and how to handle it safely.

Key facts:

• One format: CSV. The export produces a single .csv file that opens in Excel, Google Sheets, and Numbers. There is no separate XLSX or PDF export.
• UTF-8 friendly. A UTF-8 byte-order mark (BOM) is added to the file so Excel and other spreadsheet apps detect the encoding automatically and display accented, Asian, and Arabic characters correctly.
• Your current view is exported. The export respects the filters you have applied on the Leads dashboard, so you can export a targeted subset instead of everything.
• Generated on your server. The file is built on your own WordPress install and downloaded straight to your browser. The plugin developers never receive a copy.

How to Export

1. Go to Spin Wheel → Leads.
2. (Optional) Apply filters to narrow the list. The export uses whatever filters are active, so a filtered view produces a filtered file.
3. Click the export button (the down-arrow icon) in the toolbar at the top of the Leads header.
4. The download starts immediately. The filename reflects your active filters, for example leads-campaign12-2026-07-18.csv.

What the CSV Contains

Each row is one recorded spin/lead. The file always has the same eleven columns, in this order:

• ID — the unique database ID of the entry.
• Name — the name the visitor entered (a single field, not separate first/last).
• Email — the visitor’s email address.
• Phone — the phone number, if the phone field was collected (phone capture is a Pro feature).
• Campaign ID — the numeric ID of the wheel/campaign.
• Campaign Title — the campaign name at the time of the spin.
• Result — either Win or Loss.
• Lead Stage — the pipeline stage (for example New) from the lead’s status.
• Coupon Title — the label of the prize/coupon won.
• Coupon Code — the code issued to the winner.
• Created At — the date and time of the spin, formatted using your WordPress date, time, and timezone settings.

Filters That Shape the Export

The export mirrors the Leads dashboard. Trashed leads are excluded automatically. These filters apply:

• Search (free): matches name, email, phone, and campaign title.
• Lead stage tabs (free): export only the stage you are viewing, such as New.
• Campaign filter (Pro): limit the export to a single campaign. In the free version the campaign dropdown is locked, so the export covers all campaigns.
• Date range (Pro): export only leads captured within a chosen window. The date picker and the Last 7 Days / Last 30 Days / This Month / Last Month quick filters are Pro; Today and Yesterday are free.

Use Case: Feeding Other Marketing Channels

1. Export the CSV.
2. Open it in Excel, Numbers, or Google Sheets.
3. Sort or filter the Result and Coupon Title columns to segment your audience — for example everyone who won a specific prize.
4. Copy the Email column and upload it to your ad platform (such as a Facebook Custom Audience) or import it into your email tool for a follow-up campaign.

Note: recorded losing spins only exist when a campaign uses a Lose (No Prize) slice, which is a Pro slice type. In the free version every spin lands on a winning slice, so the Result column will normally read Win.

Security & Privacy (GDPR/CCPA)

• Stays on your infrastructure. The CSV is assembled in memory on your server and streamed to your browser over your site’s own connection. The plugin developers never see it.
• No leftover files. The export is not written to a file on your server — it is generated in memory for the request and sent directly, so there are no “ghost copies” left in an upload directory.
• Protect the downloaded file. The CSV is not password protected. Once it is on your computer, storing and sharing it securely is your responsibility.

Troubleshooting

The data all sits in one column

You likely opened the file in a plain text editor. Open it in Excel, Apple Numbers, or Google Sheets instead — these apps split the comma-separated values into neat columns.

Accented or non-Latin characters look wrong

The file already includes a UTF-8 BOM, so most spreadsheet apps read it correctly. If your copy of Excel still mangles characters, import the file instead of double-clicking it: Data → Get Data → From Text/CSV, then choose File Origin: 65001: Unicode (UTF-8).

The export says there is nothing to export

Your active filters returned no rows. Click Clear All to reset the filters, then export again.

Frequently Asked Questions

Is there a PDF or Excel (XLSX) export?

No. The Leads dashboard exports a single CSV file. Because it is CSV, it opens natively in Excel, but no XLSX or PDF file is produced.

Can I automate the export?

The CSV export is manual. To sync leads to external tools automatically as they come in, use the Pro email-marketing and automation integrations (such as Mailchimp, MailPoet, Klaviyo, ActiveCampaign, HubSpot, Zapier, or Pabbly), which are available in Ultimate Spin Wheel Pro.

Is there a limit on the number of rows?

There is no fixed row cap. The export loads all matching rows into memory in a single request, so very large lists use more server memory and take a little longer to generate. If you manage a large database, narrowing the export with filters keeps it fast.

Related Documentation

• Finding & Filtering Leads: search, stage tabs, and (in Pro) campaign and date-range filters that shape what you export.
• Win Probabilities: how the Win/Loss result in the export is decided.
• Prize & Coupon Configuration: how the Coupon Title and Coupon Code columns are generated.

Conclusion

Exporting is one click: filter the Leads dashboard to the view you want, click the export button, and a UTF-8 CSV downloads straight to your browser. Your data stays on your server, opens cleanly in any spreadsheet app, and is ready to fuel your other marketing channels. If you need help, visit the wowDevs support center.