Beacon

Easily get your data our of Beacon with ad-hoc CSV exporting and export templates

Export your data

Easily export data from Beacon in a format that works for you

Standardising your exports with export templates

Correctly download your CSV exports in Safari

How to export your data in Safari

Merge record fields into your email content with email templates

Sending emails from Beacon

Adding logos to your outbound email communication from Beacon

Adding logos to emails

Automatically generate documents for records in Beacon with one click

Document merge

Save time and stop printing your merged documents one-by-one

Printing multiple Word documents

Quickly create multi-location maps to display a group of addresses from your Beacon account.

Exporting addresses to Google Maps

How to report on the data you need from your CRM

Helpful exporting examples

Go back in time to export your data in the past

Using Time Machine

How to print address labels for your Beacon mailing list with Microsoft Word

Print address labels for your postal mailings

Programmatically export data from Beacon using our open API

Exporting via the API

Getting your data out of Beacon to use elsewhere.

Exporting your data

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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