Exporting a List of Contacts

Unifyr Support
Unifyr Support
  • Updated

There are two uses for the export contacts function:

  • Export a list of contacts for use in other applications
  • Export a spreadsheet that reflects the current structure of contact records

You should always do this to get the latest version. You can then clean up and configure your list of contacts before using the Add New Contacts by Uploading a File procedure for bulk uploads.

  1. Navigate to your Contacts page.
  2. Click Export.

    portal_contacts_exportpng.png

  3. Select the scheduling option for generating the file:
    • To obtain a single current copy of the contacts list, select Send Now.
    • To schedule regular delivery of the contacts list, select Send Daily, Send Weekly or Send Monthly.
  4. Click Export Contacts.

    The list is exported as a CSV file and includes the data provided for each contact.

    portal_contacts_export_csv.png

    Any custom Contact Fields are included in the export, as well as general contact fields. For more information, see Contact Fields.

    Depending on the number of records in the database, the process may take some time to complete. When it is done, you will receive a message confirming that you can access your report from your My Downloads page.

    portal_my_downloads.png

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