Within the Meta Business Suite, you have the option to export a file containing the information submitted by users through your instant form. This data can also be obtained from Meta Ads Manager, requested through the API, or accessed through integration with a CRM system. If you do not have a CRM system integrated with Meta, we suggest downloading your leads data directly from Meta Business Suite for convenient access.
To download leads data from Meta Business Suite:
- Go to Meta Business Suite.
- Click All tools from the menu.
- Click Instant forms.
- Click Download next to the form with the leads you want to export.
- Choose how you want to download your leads:
- Click Download new leads if you only want to export the leads that you’ve received since the last time you downloaded.
- Click Download by date range if you want to download all the leads you’ve received during a certain time period. After you select this option, choose the preferred date range and click Download.
- A window appears with your form information. Click CSV or XLS to download the leads data in your preferred file type.
Note: You have 90 days from the time a lead submits their form to download their information. Leads expire after 90 days. We recommend that you export your leads data regularly.
When you download your file, if you don’t see an Ad ID or Ad Set ID field, it may be because:
- The lead was generated via organic reach.
- The lead was submitted via an ad preview.
- You don’t have advertiser privileges on the ad account that created the lead ad campaign.
To troubleshoot your file download:
If you can’t download your leads file:
- Check with someone who has full control of the Business Account to see if they’ve customized access permissions in Leads Access Manager.
- If they haven’t customized permissions, reach out to your Facebook Page admin to give you the correct access. Before customization, only Facebook Page admins can download leads.
- If they’ve customized permissions, make sure they’ve given you the correct access. After customization, only people assigned access permission can download leads.