Exporting Contacts

To export contacts, follow the steps below.

  1. On the Contacts screen, click on Export from the top menu bar.

    Figure: Select Export

  2. On the Export dialog box, select the file format to export the contacts data. Users can export contacts in either CSV or XLSX file formats.

  3. For the CSV or XLSX file formats, select either of the following:
      • Current Page: This option will export data on the existing page of the Contacts screen.
      • All: This option will consider all the contact data.
      • Custom: Here, specify the number of records to be exported by either clicking on the up and down arrows or entering the number of records since it is a free text field.
      • Include in Report: Click on the All Addresses toggle button to include addresses in the exported file.

    Note: The Include in Report option is available only if the XLSX file format is selected.

  4. Once the desired file format and the content is selected, click on Export.

    Figure: Export contacts file formats
  5. Once the export is finished, the system will display a notification message on the top right corner of the screen stating the data export is completed. Here, click on the Get Job Results option to download the export file on the local system.

    Figure: Get Job Results
  6. The files will be downloaded the local systems and will display the file formats.

Figure: Exported files in CSV and XLSX file format

The CSV file will display, just one tab with the contact details.

Figure: CSV file export

The XLSX file will display the following two tabs:

  • Metadata: This tab has details like the time of export, name, and email of the person who initiated the export, and time zone.

Figure: XLSX file-Metadata tab

  • Contacts: This tab has the contact details.

Figure: XLSX file-Contacts tab