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How to Export Your Contact Database

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:

  1. Through a Report View table in the Contact Database Module
    • Recommended for exporting partial data
  2. 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