GeneralManaging Contacts
How to Export Contact Data
Download or export your contact data more efficiently
Learn how to securely download your database for external reporting, backups, or marketing campaigns.
Phase 1: Initiating the Export
Access your data and prepare the system for a secure transfer.
- Navigate to Contacts: Open the Contacts section from the main navigation menu.
- Select Format: Click the Export CSV button in the upper right corner to begin the extraction process.
Phase 2: Configuration & Selection
Ensure you are exporting the specific data sets you need for your task.
- Choose Data Tab: Review the export settings to confirm which fields are being included.
- Select Event/Type: Filter the export by specific categories, such as All Data, Birthdays, or Houseversaries.
- Generate File: Click the Export button to finalize your selection and prompt the system to create the spreadsheet.
Phase 3: Retrieval & Verification
Locate your data and ensure the file is ready for use.
- Download: The file will automatically save to your computer. Check your browser’s Downloads folder to find the CSV.
- Verify History: Access your Recent Download History to confirm the export was successful and to re-download the file if necessary.