Export contacts to a CSV file
One click exports your entire contact list to a CSV file you can open in Microsoft Excel. Use it for reporting, backups, or as the starting point for a bulk update.
Before you start
The export icon is only visible to credentialed users with permission to export the contact list. If you cannot see it, ask your system administrator to check your permissions.
Steps
In the Contacts section, click the dark blue export button in the top right corner.
A processing wheel appears while the file builds.
The file downloads automatically in CSV format. Open and edit it in Excel.
Keep it as a CSV
If you plan to re-import the file, keep it in CSV format. Imports only accept CSV files, and Excel will try to talk you into converting it.