Export Contacts to a CSV File

Overview

The CRM allows you to export your contacts to a CSV (Comma-Separated Values) file. This feature is useful for creating backups, migrating data to other systems, or analyzing contact information using spreadsheet software. The export process runs in the background, allowing you to continue working while it completes.

How to Export Contacts

Step 1: Access the Contacts Section

From your CRM dashboard, navigate to the Contacts section and select Smart Lists.

Step 2: Select Contacts to Export

Use the available filters to narrow down the list of contacts you wish to export. You can select individual contacts by checking the boxes next to their names, or choose all contacts by clicking the checkbox at the top of the list and then selecting Select All Contacts.

Step 3: Choose Data Fields (Optional)

The exported CSV file will include only the columns currently visible in the contacts table. To customize which fields are included:

1. Click the Manage Fields button.
2. Check or uncheck the boxes for the specific fields you want to include or exclude in the export.
3. The columns you select will appear in the final CSV file.

Step 4: Start the Export Process

After selecting your contacts, click the More button, then choose Export. Alternatively, you can click the three-dot menu next to the + Add Contact button and select Export. Confirm your selection in the pop-up window and click Export to begin. A message will confirm that the export has started.

Step 5: Download the Exported File

Once the export is complete, you will receive a notification. To download the file:

1. Go to Contacts > Bulk Actions.
2. Find the export job in the list. It will show the operation type (Export), status (Complete), and a file name.
3. Click the download icon to save the CSV file to your computer.

Exported files are available for download for 30 days.

Frequently Asked Questions

What data is included in the export?

The CSV file contains the contact information displayed in the table, such as names, email addresses, phone numbers, and tags. Custom fields are included if selected. Notes longer than 255 characters may be shortened. Automation history, like past emails or SMS logs, is not exported.

Who can export contacts?

Only users with Admin permissions can export contacts. If you do not see the export option, check your user role or contact an administrator.

Can I export contacts from multiple locations at once?

No, you must export contacts separately for each sub-account or location. You can combine the resulting CSV files in a spreadsheet application if needed.

Is automatic exporting available?

No, scheduled automatic exports are not currently supported.

How do I import the CSV file into another system?

Most contact management platforms have an import feature for CSV files. You will need to follow the specific instructions for the target system to map the columns correctly.