Exporting Multiple Contacts: A Comprehensive Guide

When you need to transfer specific contacts from your CRM or marketing campaign, the process is straightforward and efficient. Start by selecting the contacts you wish to export and then click the "export" button. This action will generate a CSV file, which will be automatically downloaded to your device. The download may take a moment, but once complete, you’ll have all the contact data at your fingertips, eliminating the need for manual data entry. This streamlined export process not only simplifies your workflow but also frees up valuable time for other tasks.

Exported Contact Data

The exported CSV file will include several columns with details about each contact, such as the contact's ID, first and last names, business name, phone number, email address, creation date, last activity date, and any associated tags.

Contact ID

Every contact is assigned a unique identifier called a Contact ID. This ID allows you to quickly locate and manage individual contacts within your CRM.

First and Last Name

The first and last names are used to designate an owner for each contact, including the 'User' associated with the contact. The format can be either "FirstName LastName" (e.g., Logan Paul) or "LastName FirstName" (e.g., Paul Logan). It's important to note that both first and last names are required for successful recognition during the upload process.

Business Name

The business name column reflects the name of the business associated with the contact. This is particularly helpful for identifying contacts linked to specific businesses.

Phone Number

In most cases, phone numbers formatted in the E.164 standard (e.g., +1 1234567890) are recognized as valid, regardless of the default country setting at the sub-account level. If the country is set to the US, the following formats are also acceptable:

• 123-456-7890

• (123) 456-7890

• 1234567890

Email Address

This column displays the contact's email address. While the system defaults to using the email address as the unique identifier, you can choose other fields for de-duplication during bulk CSV uploads.

Date and Time Created

This column records when each contact was added to your CRM. Accepted formats include:

• mm/dd/yyyy (e.g., 10/28/2020)

• yyyy/mm/dd (e.g., 2020/10/28)

• Min
  , AM/PM, Timezone

Additionally, you can use '/' , '-' , or '.' as separators, and the system will correctly recognize the date field.

Last Activity Log

The Last Activity column provides the date and time of the most recent update to the contact's record, giving insight into the latest interactions or changes.

Tags

Tags associated with each contact will appear in this column. Tags help categorize and manage contacts efficiently. Accepted formats for tags include:

• Value 1, Value 2, Value 3 (e.g., Blue, Yellow, Green)

• You can also use ' ; ' or ' . ' as separators instead of ' , ' and the system will recognize the fields correctly.

Tags can be formatted in various ways, including lowercase, UPPERCASE, ProperCase, and with spaces. The system will adjust and map pre-existing tags as needed, ensuring consistency.

This comprehensive export process allows you to easily manage and utilize your contact data, saving you time and effort.