Exporting Your Contacts

Exporting Your Contacts You can download your contacts as a file at any time — for your records, to use in another tool, or as a backup. How to Export Contacts Click Contacts in the left sidebar. There are two ways to export from here, and both respect whatever you currently have on screen: Option A: Export the current view Click the Export button at the top of the page. This opens a dialog confirming what's about to download — every contact matching whatever is currently active: the selected list, saved view, smart filter chips, and search box. To export your whole account, first clear any list/filter/search so "All Contacts" is showing, then click Export . Click Download CSV to confirm. The file downloads immediately and a confirmation briefly appears at the bottom of the screen. Option B: Export a selection Tick the checkboxes next to the contacts you want. A floating action bar appears at the bottom of the screen with bulk actions, including Export . Click Export in that bar. The same confirmation dialog opens, scoped to just your selection. Click Download CSV to confirm. What the Exported File Contains The export includes, per contact: Contact ID (the same ID the API uses, so a later export or an API update can be matched row by row) First name and last name Phone Email Channel Status Tags Lead score Bot active Do not disturb Private Lead profile (the same field the app labels "Notes" on the contact record — see Custom Fields, Lead Profile & Notes ) Last activity Cre