How to Export Your Contact Data as a CSV File

This guide will walk you through the process of exporting your contact information from the app. You can choose to export all of your data at once, or you can export specific lists based on events like birthdays or house purchase anniversaries ("Housiversaries") for a given time period. The data will be sent to your email as a CSV file, which can be opened with spreadsheet programs like Microsoft Excel or Google Sheets.

What You'll Need:

  • Access to the app on your mobile device.
  • Contacts already saved in the app. To export by birthdays or housiversaries, you must have that information saved for your contacts.

Steps:

1. Go to the Contacts Screen

  • From any screen in the app, tap the two-person icon in the navigation bar at the bottom left of your screen.
  • You should now see your "Contacts" list.

2. Open the Export Menu

  • In the top right corner of the Contacts screen, locate and tap the three-dots icon (...).
  • A menu will slide up from the bottom of the screen.

3. Begin the Export Process

  • From the menu, tap on Export CSV.
  • You will be taken to the "Export CSV" screen.

4. Choose What Data to Export

‍You have three options for the type of data you want to export. By default, "All Data" is selected.

a. To Export ALL Contact Data:

  • Leave the "Event" dropdown set to "All Data". This will export the entire database of all your contacts and their information.
  • Skip to Step 5.

b. To Export Birthdays or Housiversaries:

  • Tap the dropdown menu under "Event".
  • Select either Birthdays or Housiversaries from the list.
  • Tap the Pick a Date button that appears below.
  • A calendar will open. Select the date range for the events you want to export. For example, to get all birthdays for June, you would select June 1st and then June 30th.
  • Tap OK. The date field will now show your selected range.

c. (Optional) Filter Export by a Specific Group:

  • If you only want to export data for a specific group of contacts (e.g., "A-List Clients"), tap the toggle switch next to Export a Groups Data.
  • A new dropdown menu will appear, allowing you to select the specific group you wish to export.

5. Receive Your Exported File

  • After you have made your selections, tap the Export button (not shown in the video, but it's the next step).
  • You will be prompted to enter the email address where you'd like to receive the file.
  • Enter your email address and confirm.
  • A CSV file containing your selected data will be sent to your email inbox shortly.

Next Steps:

  • Open the email and download the attached CSV file.
  • Use the data for mail merges to send out birthday cards, housiversary congratulations, or other marketing materials.
  • Keep the file as a personal backup of your contacts.