How to Export Contacts from the Dashboard
Introduction
Exporting contacts from the dashboard allows you to seamlessly retrieve and utilize contact data for analysis, reporting, or integration with other tools. By following a simple step-by-step process, you can customize the export to include only the fields and details you need.
How to Export Contacts from the Dashboard
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Open the Contacts Section:
- Navigate to the Contacts section in your dashboard to view all available contacts.
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Select Contacts to Export:
- Browse through the list and select the contacts you want to export.
- Note: The export option will remain disabled until you select at least one contact.
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Click the Action Button:
- After selecting the desired contacts, click the Action button located in the toolbar.
- From the dropdown menu, choose the Export Contacts option.
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Customize Export Data:
- A popup window will appear, allowing you to configure the export.
- Select the custom fields or data points you want to include in the exported file.
- Add or remove fields as needed to match your requirements.
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Initiate the Export:
- Click the Export button to start the process.
- A downloadable link will be generated, or you can directly download the contact data in an Excel file format.
Conclusion
By following these steps, you can efficiently export contacts with tailored data fields, ensuring you have the exact information you need in a convenient format. This feature streamlines the process of managing and utilizing contact information for your business.
