How to Export Contact Data

Learn how to securely download your database for external reporting, backups, or marketing campaigns.

Phase 1: Initiating the Export

Access your data and prepare the system for a secure transfer.

• Navigate to Contacts: Open the Contacts section from the main navigation menu.

• Select Format: Click the Export CSV button in the upper right corner to begin the extraction process.

Phase 2: Configuration & Selection

Ensure you are exporting the specific data sets you need for your task.

• Choose Data Tab: Review the export settings to confirm which fields are being included.

• Select Event/Type: Filter the export by specific categories, such as All Data, Birthdays, or Houseversaries.

• Generate File: Click the Export button to finalize your selection and prompt the system to create the spreadsheet.

Phase 3: Retrieval & Verification

Locate your data and ensure the file is ready for use.

• Download: The file will automatically save to your computer. Check your browser’s Downloads folder to find the CSV.

• Verify History: Access your Recent Download History to confirm the export was successful and to re-download the file if necessary.