How to export contacts

Export contacts to back them up, analyze them in a spreadsheet, or move them to another tool. The export uses the same search and filters as the Contacts page, so you can export everyone or one group.

Note

You need the permission to export contacts. The Owner, Admin, and Manager roles have it by default.

Export contacts

1. Click Contacts in the sidebar.
2. Search or filter to the contacts you want. Skip this to export everyone.
3. Click the More button (the three dots) at the top right.
4. Click Export.
5. Under Columns, select the fields to include. Select all includes every field, custom fields too.
6. Under Range, leave Limit empty for all matching contacts, or set a Limit and Offset to export part of them.
7. Choose the Format: CSV or Excel (.xlsx).
8. Click Export.

The window shows the progress, such as “Preparing the export: 1,200 of 2,400 rows”. The file downloads by itself when it is ready.

Export a segment

On the Segments tab, open a segment’s More actions menu and click Export. The export includes the contacts in the segment.

What the file contains

• One row per contact, one column per field you chose.
• Lists and Tags as comma-separated names, the same format the importer reads.
• Dates in UTC, except date custom fields, which are calendar dates.

An exported file can be imported again into any workspace. See How to import contacts.

Tip

To export everything in the workspace at once, contacts, campaigns, automations, and settings included, use Export workspace in workspace settings. See How to manage workspace settings.

Where to go next

• How to import contacts
• How to build segments
• How to manage contacts