Looking to transfer specific contacts from your CRM or marketing campaign? We have a simple and easy solution! Just select the contact(s) you want to download and click the "export" button. This will quickly download as a CSV spreadsheet to your local device. It may take a few moments, but once it's ready, you won't have to worry about manual data entry. The export feature is so effortless that you can save time for other activities instead of being a data entry clerk!
Exporting Contacts
The downloaded spreadsheet includes column headers with the contact's information, such as contact ID, first name, last name, business name, phone, email, date the contact was created, date of the last activity, and tags.
Contact ID
Each contact in your CRM has a unique tracking descriptor known as a Contact ID number. This number helps you quickly identify and track each contact.
First and Last name
The first and last name are used to assign an owner to your contacts during the import, including the name of the 'User.'
Formats:
LastName FirstName (e.g., Paul Logan or paul logan).
Note: Unless the user has both FirstName and Last Name, the system will not recognize it during the upload.
Business Name
The business name column shows the business name you entered in relation to the client, useful for identifying contacts related to a specific business.
Phone Number
For the majority of cases, as long as you format the phone numbers in E.164 (Ex: +1 1234567890), our system will recognize it as valid, regardless of the default country picked at the sub-account level. Additionally, if you set the country to the US, the following formats will work perfectly fine:
Email Address
This column displays the contact's email address. While the default unique identifier is email, our system allows you to choose fields other than email for de-duplication purposes during the Bulk CSV Upload.
Date and Time Created
This shows the date and time you added this contact to your CRM. Formats include mm/dd/yyyy (e.g., 10/28/2020), yyyy/mm/dd (e.g., 2020/10/28), and Min:Sec, AM/PM, Timezone. You can also replace '/' with '-' or '.' for the system to recognize the uploaded fields as a date field.
Activity Log
The Last Activity column provides insight into the most recent changes made to a contact record, displaying details such as the precise date and time of the alteration.
Tag
This displays any tag(s) added to the contact info when adding the contact to the CRM.
Formats:
Value 1, Value 2, Value 3 …… (e.g., Blue, Yellow, Green or Blue, Yellow, Green or Blue, Yellow, Green)
You can also replace ' , ' with ' ; ' or ' . ' for the system to recognize the uploaded fields as the aforementioned field.