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How to Export Contacts to CSV
How to Export Contacts to CSV

This guide teaches you how to bulk contacts projects to CSV.

Ian Butler avatar
Written by Ian Butler
Updated over 8 months ago

Filter Contacts

  • Click on the hamburger menu > All Contacts. This page will display a list similar to the projects page but dedicated to contact management.

  • Choose filters to customize the contact list that you export. These filters include:

    • Tags

    • Campaigns

    • Automation Status

    • Steps

    • Date Range

    • Contact Types

    • Lead Sources

    • Location

    • Status

  • Once you've applied the desired filters, click Show Contacts. This will update the list to only display contacts that meet your filters.

Exporting Contacts

After filtering your contacts, follow these steps to export them to a CSV file:

  • Click Export CSV. This will initiate the export process.

  • A notification will appear, indicating that the export process might take up to 10 minutes and is limited to 10,000 contacts per export.

  • Click Export to begin the process.

The CSV file will be sent to the email address associated with your account. The account owner will also receive a copy.

Support

If you encounter difficulties or have further questions, contact our support team through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.


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