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Exporting Data

  • Updated

Export Contacts

With the Export tool, you can export all contacts, a custom group of contact, or a single contact profile. 

Export all contacts

(1) Click on Contact Insights in the sidebar > click on the Export icon (the little cloud button)

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(2) Next, we'll ask you to confirm a few details about how you would like your data exported:

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  1. Export Template - You can select a pre-built template from your Personal Settings. 
  2. Available Columns - The fields that you would like to include on your export
  3. Save columns as new export template - If you'd like to use this customization again, you can save it for later. 

(3) Click Save and you'll be taken to the last step to confirm and provide a File Name of your choosing.

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(3) You'll receive a notification that your export is being processed.

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(4) When it's ready, the Bell Icon at the top of your screen will flash orange to show that you have received a new notification > Click on the Bell Icon.

The Notifications drop-down menu will appear > Your export will available at the top of this list > Click on the notification for your export to download it.

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Note: It may take a couple of minutes for your export to be ready.

 

Export group of contacts

To export a custom group of contact, you can use the Filters tool which allows you to filter out the contacts that you want to export.

To get started: 

(1) Click on Contacts in the sidebar > click on the Filters button on the toolbar > select Edit Filters > select the filter criteria for the contacts you want to export > click Filter.

 

(2) Once you see the contacts you want to export displayed click on the Export icon. 

 

(3) Confirm your export details (see above for details)

 

Exporting Gifts

To export Gifts > click on the Gifts tool in the sidebar > click on the Export icon (the little cloud button) > Confirm your export details (you can see above for more details)

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Note: It may take a couple of minutes for your export to be ready.

When it's ready, the Bell Icon at the top of your screen will flash orange to show that you have received a new notification > Click on the Bell Icon.

 

The Notifications drop-down menu will appear > Your export will available at the top of this list > Click on the notification for your export to download it.

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