Download a Contacts Report:
Select the Contacts page in the Left-Hand Menu.
Select the download icon in the upper right-hand corner of the screen.
You can also select the New, Invited, Active, or Expired tab to download a report containing only the Contacts listed under that status.
The report will download as a CSV file.
Information included in the downloaded report:
First, Middle, and Last Name
Primary Email
Activation Status
Date of the last invite
Date of when the invite expired
Date of when their account was activated or deactivated (archived)
Mobile Phone Number
Is texting enabled?
Has the User Unsubscribed?
Note: We do not pull sensitive information such as Bank Accounts, Login information, Birth Dates, SSN/EIN, or Payroll information.