Why it matters
Exports let teams work with contact data outside Whippy for reporting, reconciliation, enrichment, and operational review. Choosing the right export keeps the file focused and reduces cleanup later.
Key Concepts
Export all: Exports the full contact dataset available to the user.
Export view: Exports the current table view, including the active search, filters, and visible columns where supported.
Filtered contacts: Contacts narrowed by Search, the Filter builder, tags, lists, segments, object data, or other available conditions.
Column settings: Controls used to choose which fields are visible in the Contacts table before exporting a view.
Step-by-Step: Export contacts
Open Contacts from the main sidebar.
Select All contacts.
Use Search or Filter if you only need a subset of contacts.
Adjust the table columns if the export should match the current view.
Select Export.
Choose Export all for the full contact dataset or Export view for the current view.
Wait for the export to complete, then open the downloaded file.
Tips and Best Practices
Use Export view when you have already filtered to the audience you need.
Check visible columns before exporting if the file is for a stakeholder or another system.
Save frequently used filters as segments so future exports can be repeated more reliably.
Confirm permission requirements if a user can view contacts but cannot export them.
Troubleshooting
Issue | Possible Cause | Fix |
The export contains too many contacts | Export all was selected instead of Export view | Apply the search or filters again and choose Export view |
Expected fields are missing | The fields are hidden from the current view or unavailable to the user | Review column settings and permissions, then export again |
The export button is unavailable | The user may not have the required role permissions | Review the role in Settings > Users > Roles |