Export Contacts from a Group

Overview

Exporting a group of contacts creates a spreadsheet file (CSV) that contains the selected contacts and the fields you choose. This does not remove contacts from the database—it simply makes a copy you can use elsewhere.


How to Export a Group of Contacts


1. Go to Group Actions

  • Navigate to Contacts in the main menu.
  • Click Group Actions (also called ClientTouch in some interfaces).

2. Clear Your Workgroup (Optional)

  • Click Clear Workgroup to start with an empty group if needed.


3. Add Contacts to the Workgroup

  • Click the Add Contacts tab.
  • Select the group you want to export (Categories, Tags, Sources, or Saved Searches).
  • The contacts will be added to your workgroup.

Tip: You can refine your workgroup by using filters or removing specific contacts.


4. Confirm Your Workgroup

  • Check the Contacts in Workgroup counter to see how many contacts have been added.
  • Make adjustments as needed.

5. Go to the Actions Tab

  • Click the Actions tab to see available group actions.


6. Choose Export Data

  • Click Export Data from the list of actions.
  • The export screen will open.


7. Choose Export Options

  • Select whether to export All Fields or Only Specific Fields.
  • Choose the fields you want included in your CSV file.
  • Review your selections carefully.


8. Export the File

  • Click Export Contacts.
  • The system will generate and download a CSV file to your computer.

CSV files are easy to open in spreadsheet programs like Microsoft Excel or Google Sheets.



Tips for Exporting Contacts

  • Use for Backups: Regularly export your contacts to keep an offline copy.
  • Filter Before Exporting: Use advanced search or group actions to narrow down exactly which contacts to export.
  • Custom Field Headers: Choose how custom fields appear in your exported file for easier mapping in other systems.

Export a Group of Contacts: Questions and Answers


Q: What is a CSV file?

A: A CSV (Comma Separated Values) file is a common format for storing data in a table. It can be opened in spreadsheet software like Excel or Google Sheets.


Q: Does exporting remove contacts from the system?

A: No. Exporting simply creates a copy of your data. Your contacts remain in the database.


Q: Can I export only certain fields?

A: Yes. During the export process, you can choose which fields to include.


Q: Can I export contacts without email addresses?

A: Yes. The export will include any contacts in your group, even if some fields are blank.


Q: How many contacts can I export at once?

A: You can export the entire group in your workgroup, up to the system’s limits (typically thousands at once).


Q: Can I include tags in the export?

A: Yes. Tags are an available field you can choose to include in your export.


Q: What happens to custom fields?

A: You can choose to include custom fields. Headers can be customized to match your needs.


Q: Can other team members export contacts?

A: Permissions may vary. Account administrators can control who has access to export features.


Q: Is there a record of exported data?

A: The system itself does not track or store copies of exported files. Be sure to save your download securely.

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