Daily Workflows

Export Your Contacts

Summary

Export filtered or full contact datasets for reporting, backup, and downstream workflows.

Steps

  1. Open Contacts and apply optional filters.
  2. Run the export action.
  3. Download the CSV and verify expected records.

Expected Result

You receive a CSV matching the selected filters and scope.

Screenshots

Visual reference aligned to each step with desktop and mobile variants.

Step 1

Desktop screenshot for Export Your Contacts: Open Contacts and apply optional filters.
desktop Open Contacts and apply optional filters.
Mobile screenshot for Export Your Contacts: Open Contacts and apply optional filters.
mobile Open Contacts and apply optional filters.

Step 2

Desktop screenshot for Export Your Contacts: Run the export action.
desktop Run the export action.
Mobile screenshot for Export Your Contacts: Run the export action.
mobile Run the export action.

Troubleshooting

  • If export is empty, clear filters and retry.
  • If fields are missing, ensure records contain those values before export.