Export a Contacts Backup File

You can export your contacts for reporting purposes, as a backup, or for import into a CRM or contact management tool.

You can view your contact list under Contacts > Address Book.

Export a Custom Contact File

The screen toolbar export feature allows you to filter your contacts and export the custom report to a PDF, Excel, or CSV file format.

Export a Mass Backup File

You can export a mass contact file to a comma-separated or tab-separated format for backup purposes or for import into another tool.

To export a mass backup file:

  1. From the left navigation panel, click Contacts.
  2. From the Contacts left navigation, click Address Book.
  3. From the toolbar atop the Address Book screen, click Action > Export Contacts.
  4. On the Export Contacts window, from the Delimiter field’s drop-down, click your desired delimiter.
  5. Click Export.
    The system downloads the file in your designated format to your designated location.
Updated on April 12, 2022

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