To export your Contacts or Organizations database to an Excel file, select the relevant rows in Community > Contacts, then click the Excel icon and choose your preferred export format. This export is available on all plans; the Organizations tab is available on the Professional plan only.
- How to select the contacts to export?
- How to select all contacts at once?
- How to export the selected contacts?
- Is the process different for Persons and Organizations?
How to select the contacts to export?
- Go to Community > Contacts.
- If you have a Professional plan, select the Persons or Organizations tab depending on the data you want to export.
- Refine your selection using the search bar, filters, or advanced search.
- Check the boxes next to the rows you want to export.
How to select all contacts at once?
- With no active filters, check the header checkbox in the table: the first 50 contacts are selected.
- If your database has more than 50 contacts, click the message that offers to "select all of your contacts."
How do I export the selected contacts?
- Click the Excel icon above the table.
- Choose your export format: Numbers / Excel 2007+ or Excel 97-2003.
- Indicate whether you want to export all information or only what's currently displayed on screen, then click Continue.
The export starts immediately. It may take a few minutes if your selection exceeds 1,000 contacts. Your Excel file containing the selected contacts will then be ready to download.
Is the process different for Persons and Structures?
No — the export process is the same for the Persons tab (individuals) and the Structures tab (organizations). Access to the Structures tab is available on the Professional plan only.
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