Skip to main content

How to export completed preboarding flows

Export a copy of completed preboarding flows for your records


🏳️ Available as part of the Preboarding AddOn

To export a record of completed preboarding flows, log in to your SwipedOn dashboard and navigate to Settings > Preboarding

Screenshot 2024-08-14 at 10.56.37 AM

Select the checkbox for the preboarding flow you wish to export, then click the Actions dropdown and select ‘Export completed'

Screenshot 2024-08-14 at 10.58.57 AM

A .csv file will be downloaded, this file will contain all the completed Preboarding flows for the Preboarding types you selected to export, as per example below.

CSV

Did this answer your question?