Export

To export contacts, follow the steps below.

1. On the Contacts screen, select users or click the Export button in the top menu bar.

   

2. On the Export Contacts screen, select any one of the export options and click on the Next button within Step 1.
   1. Selected records
   2. All contacts in the current grid
   3. All contacts in the room

      Note: If no contacts are selected, the Selected records radio button will be grayed out.

      

3. Within the Step 2, select the required metadata fields and click on the Export button.

   

4. On the Export Contacts popup, click on the Get Results button and download the Microsoft Excel Worksheet on the system.

   

5. On the downloaded file, click on the Metadata_Header tab to view the header details i.e.,
   1. Room name
   2. Exported On
   3. Exported By
   4. Time zone

      

6. Click on the Metadata tab, to view the contact details and the metadata.