Sometimes, you may want to export all of your contact database records, to backup the data, or to work on it as a spreadsheet.
You can export the Contact Database in two ways:
- Through a Report View table in the Contact Database Module
- Recommended for exporting partial data
- Through the Data Manager Module > Export tab
- Recommended for exporting a backup of all data
Exporting the Contact Database through a Report View table in the Contact Database Module
- Go to the Contact Database Module
- Click on the Table Settings gear icon towards the top right of the list
- Check the boxes next to the fields that you would like to export to a csv
- Selecting all fields may take some time to load, depending on how much data is in your Contacts
- Click on the Filters tab and make sure they are set to what data you would like to see
- Press Save Settings towards the bottom of the Table Settings window
- Press the three dots icon next to the Table Settings gear icon and select Download CSV
Exporting the Contact Database through the Data Manager Module > Export tab
- Go to the Data Manager Module
- Click on the Export tab towards the top
- Press the green Download button
- This may take some time to download, depending on how much data is in your Contacts
- This may take some time to download, depending on how much data is in your Contacts