How do I export contacts to a CSV file?

Exporting gives you a spreadsheet copy of your contacts for a backup, a mailing for your referral partners or a report for leadership. Exports run in the background, so you can keep working while the file is prepared.

Before you start

• Only account admins can export and download contacts.
• The file includes only the columns currently visible in your contact list.
• Notes longer than 255 characters are cut off, and only the latest note is included.
• Message history is not included.

Choose your columns

1. Go to Contacts and open Smart Lists.
2. Click Manage Fields.
3. Check the columns you want in your file and uncheck the rest.

Export the contacts

1. Use Advanced Filters or open a Smart List to narrow the contacts.
2. Check the boxes next to the contacts you want. To export everything, click the checkbox at the top and choose Select All Contacts.
3. Click More, then Export. You can also use the three-dot menu next to + Add Contact.
4. Confirm and click Export.

Download the file

1. You get a notification when the file is ready.
2. Go to Contacts, then Bulk Actions.
3. Find the export row and click the download arrow.

The download link stays available for 30 days.

Common questions

• A field is missing from my file. Add that column in Manage Fields and export again.
• Can I schedule automatic exports? Not at this time.
• I do not see the Export option. Your user role may not allow it. Ask your account admin or Submit a ticket.

Keep it secure: an export contains personal information. Store it securely on your agency's systems and delete copies you no longer need.

Have a question about your own account? Submit a ticket and our team will follow up.