If you need to transfer specific contacts from your system or marketing campaign to an outside system, you’ll need to download the contact list as a CSV file. This process is called Exporting, which you can do inside your system in the Smart Lists tab of the Contacts section. Let’s learn how.
Exporting Contacts #
To start, select the contacts you wish to download.
Select the Export action.
Confirm the action to initiate the download.
The contacts will be promptly downloaded as a CSV spreadsheet to your device. While it may take a few moments to generate, the export feature eliminates the need for manual data entry, allowing you to focus on more important tasks.
Exported Contacts #
The downloaded spreadsheet includes column headers containing the contact’s details such as Contact ID, first name, last name, business name, phone number, email address, date created, last activity date, and tags.
Contact ID #
Each contact in your system is assigned a unique Contact ID, which serves as a tracking identifier for easy reference and management.
First and Last Name #
The first and last name fields allow you to easily identify the contact by name.
Business Name #
The business name column displays the business associated with the contact, aiding in identifying contacts linked to specific businesses.
Company Name #
The company name column helps identify contacts linked to a company created in the platform.
Phone Number #
This column lists the contact’s primary phone number.
Email Address #
This column lists the contact’s primary email address.
Created #
This column records when the contact was added to your system in YYYY-MM-DD THH:MM:SS format.
Activity Log #
The Last Activity column provides information on the most recent updates to a contact’s record, including the exact date and time of the changes.
Tag #
This column shows any tags associated with the contact.
Additional Emails #
For contacts with multiple email addresses, any additional emails will be listed in this column.
Additional Phones #
For contacts with multiple phone numbers, any additional numbers will be listed in this column.
You now have all the necessary information to export your contacts seamlessly.
Frequently Asked Questions #
How do I export multiple contacts? #
In the Smart Lists tab of the Contacts section, select the contacts you want, choose the Export action, and confirm to initiate the download.
What file format are exported contacts downloaded in? #
Exported contacts are downloaded as a CSV spreadsheet to your device.
What information is included in the exported file? #
The export includes columns such as Contact ID, first and last name, business name, company name, phone number, email address, created date, last activity, tags, and any additional emails or phone numbers.
What is a Contact ID? #
Each contact is assigned a unique Contact ID that serves as a tracking identifier for easy reference and management.
How long does an export take? #
The file may take a few moments to generate, after which it downloads promptly to your device.
Why would I export my contacts? #
Exporting lets you transfer specific contacts to an outside system without manual data entry, which is useful for migrations, backups, or external campaigns.
