How to Export Your Contacts

Before exporting any contacts, your user account will need to have the appropriate permissions. If you can not see the Download or Export options in the below steps, please contact your account owner to update your user permission settings.

Export all contacts

  1. In the CRM tab, go to the main Contacts section
  2. Scroll down to the bottom of the page
  3. Click on 'Download CSV' if you want a CSV export (can be opened in Excel)
  4. Click on 'Download PDF' if you want a PDF version 

Export filtered contacts

You can also select particular contacts to be exported by using the filters and groups:

  1. Click on one or more filters and/or groups to filter your contacts
  2. Click Select All to select all contacts that have been filtered
  3. Once contacts are selected, new options will appear above the list of contacts, click Export

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