To Export contacts or contact information to a CSV, from your dashboard go to “CRM”, then “View Contacts.”
Go to the Advanced tab to do a contact search for the contacts you want to export. Then click on the “Actions” tab and then select “Export.”
The following pop up will come up. It will tell you how many contacts you are exporting and you can choose what type of export you would like to do.
- Contact General Information, Primary Address, Details and Preferences: This will include the information for all the selected contact's general tab, primary address, details tab, preferences tab and their latest activity.
- Contact Primary Address Information: This will include the contact's name and primary address information.
- Contact Address Information: This will include the contact's name and all address information.
- Contact Activity Information: This will include all of the contact's activity information.
Press "Okay" when you are ready to export the information and you will receive an email when it is completed!