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.