How Do I Export Contact Data?

Navigation: Contacts > Master Contact List

To export contact data, you can do this from any group under the ‘Contacts’ tab, in this example we will be using the ‘Master Contact List’:

Step 1: Hover over ‘Contacts’ and click on ‘Master Contact List’.

Step 2: Once in the ‘Master Contact List’, hover over ‘Contact – Actions’ and select ‘Export data’.

Step 3: To select which groups you would like to export your contacts out of, click ‘Select’ next to ‘Export members from these groups’. A menu will then open displaying all groups available for selection. Simply, tick the box on the left-hand side of the group to indicate that you would like to export from it.

Once you have finished selecting which groups you would like to export from, click ‘OK’.

Step 4: After you have selected which groups you would like to export from you will then need to decide which fields you would like to be included in the export. By clicking the drop-down menu next to ‘View’, you will be able to see whether you want to include fields, statements, or both fields and statements.

Once you have decided, simply tick the box on the left-hand side of the field you would like to export data for.

Step 5: As you add the fields you wish to export, they will appear on the right-hand side of the page. Here, you will be able to drag-and-drop the fields into the order you would like the information to appear when you export it.

For example, if you would like ‘Group names’ to appear after ‘First name’, drag it directly underneath it.

Step 6: Finally, below the list of your ordered fields and/or statements, there is a drop-down menu where you can select what format you would like your export to appear in. There are three options:

Option 1: Tab separated – this is the option we recommend.

Option 2: Comma separated (CSV).

Option 3: Text file.

Simply, select the one you wish to export your information into.

Step 7: Once you are happy with the settings of your export, click ‘Export’ in the top left-hand corner of the screen. When you have clicked it, a message will appear saying, ‘We’re prepping your export file now! Depending on the amount of contacts and data, this may take up to a minute (or longer for much larger files)’ – click ‘OK’.

Step 8: When the file is ready, it will appear in your browser and also in your ‘Downloads’ folder on your computer.

Once you have completed the above steps you will have successfully exported contact data.