Step-by-step guide
Navigate to contacts: From the main menu, click People and then select All People.
Filter contacts (optional): Use the available filters to narrow down the list to the specific contacts you want to export.
Select contacts:
Click the checkbox in the top-left of the table to select all contacts on the current page. A blue link will appear to "Select All" contacts on subsequent pages, if available.
Alternatively, click the checkboxes next to each contact you want to include.
Click export: Find and click the Export (downward arrow) icon.
Confirm export:
Check the box to export "All Columns" to include all contact information, if desired.
Click "Yes, Export People".
Download the file: The CSV file will download to your computer.
How to import your CSV into Radius CRM (Clients):
Make sure your CSV is in a spreadsheet format (Google Spreadsheet, Microsoft Excel).
Attach and send your CSV file to support@radiusagent.com.
Our Support team will take it from there and upload your CSV file into your new Clients section of the Radius app.