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Export your email or SMS contacts or lists into a spreadsheet

Article: 000033114
Updated: June 16, 2023

Create a back-up file of your email and SMS contacts, or your lists, by exporting their information into a downloadable CSV file or Excel spreadsheet

Exclamation Point IconImportant: If you need to track the permission status of your contacts for CASL or the GDPR, make sure the Advanced Email Permissions are enabled before you export your contacts. The exported spreadsheet doesn't include the permission status unless the permissions are enabled.
 

Exporting your contacts doesn't remove them from your account, but gives you a hard copy of their information that you can open in Excel or other spreadsheet programs.

If you have over 300 contacts, or if you want to download an Excel spreadsheet instead of a comma separated value (CSV) file, the download is available on the Import and Export Activity page for 7 days after you export the data. CSV files can be opened with Excel.

 

Export a single contact list

  1. Click Contacts > All contacts.
  2. Click the Lists tab.
  3. Next to the list you want to export, click . . .Export.

    Contacts tab, Lists tab selected, List Options menu expanded, and Export option
     
  4. Select all the fields you want to include in your file.
  5. Click Export

    Export overlay with contact information options, and Export button
     
  6. Click Download CSV to save your spreadsheet.

    Contacts tab, Lists tab selected, List export success banner message and Download CSV button
     
 

Export multiple contact lists

  1. Click Contacts > All contacts.
  2. Click the Lists tab.
  3. Select the lists you want to export.
  4. Click Actions > Export.

    Contacts menu expanded with All contacts option selected, Lists tab selected, multiple lists selected, Actions drop-down menu expanded, and Export option
     
  5. Select all the fields you want to include in your file.
  6. Click Export.

    Export overlay, contact information options, and Export button
     
  7. Click Download CSV to save your spreadsheet.

    Contacts tab, Lists tab selected, Multi-list export success banner message and Download CSV button
     

Export Contact Search Results

If you need a list of all of your contacts with the same company, or who live in the same city, you can search for them and export the results into a spreadsheet.

  1. Click Contacts > All contacts.
  2. Click the Contacts tab, or click the Lists tab to select a specific list to search through.
  3. Choose the criteria you want to search for, then enter a couple of letters or a full term into the Search field and hit Enter.

    Contacts drop-down menu expanded and All contacts option selected, Contacts tab selected, Search drop-down menu expanded, and Search field with partial company name, and search results displayed
     
  4. Select all the contacts in your search results.
  5. Click Actions > Export.

    Contacts tab, Contacts tab selected, all search results selected, Actions drop-down menu expanded, and Export option
     
  6. Select all the fields you want to include in your file.
  7. Click Export.

    Export overlay with contact Information options and Export button
     
  8. Click Download CSV to save your spreadsheet.

    Contacts tab, Contacts tab selected, multiple contacts export success banner and Download CSV button
     
 

Export contacts by email or SMS status

If you need a list of all of your unsubscribed contacts, or all the contacts who have granted you express permission to email or send SMS messages to them, you can filter your list by email or SMS status types and export the results into a spreadsheet.

  1. Click Contacts > All contacts.
  2. Click the Contacts tab.
  3. Click All Statuses and select the email or SMS status you want to export.

    Contacts drop-down menu with All contacts option selected, Contacts tab selected, and Contact Status drop-down menu expanded
     
  4. Select the email or SMS status you want to export.
  5. Click Actions > Export.

    Contacts tab, Contacts tab selected, all unsubscribed contacts selected, Actions drop-down menu expanded, and Export option
     
  6. Select all the fields you want to include in your file.
  7. Click Export.

    Export overlay with contact information options and Export button
     
  8. Click Download CSV to save your spreadsheet.

    Contacts tab, Contacts tab selected, multi-contact export success banner and Download CSV button
     
 

Export tagged contacts

  1. Click Contacts > All contacts.
  2. Click the Tags tab.
  3. Select the tags you want to export.
    Note: If you just want to export the contacts associated with a single tag, just click . . .  > Export on the right-hand side of the specific tag.

    Contacts drop-down menu expanded and All contacts option selected, Tags tab selected, multiple tags selected
     
  4. Click Actions > Export.

    Contacts tab, Tags tab selected, multiple tags selected and Actions drop-down menu expanded, and Export option
     
  5. Select all the fields you want to include in your file.
  6. Click Export.

    Export overlay with contact information options and Export button
     
  7. Click Download CSV to save your spreadsheet.

    Contacts tab, Tags tab selected, tag export success banner message and Download CSV button
     

Alternatively, if you only want to export the contacts for a single tag, you can click ... > Export next to the tag.

 

Export all of your contacts

  1. Click Contacts > All contacts.
  2. Click the Lists, Segments, Tags, or Contacts tab.
  3. In the upper right-hand corner of the page, click . . . > Export All Contacts.

    Contacts drop-down menu with All contacts option selected, Lists tab selected, "..." drop-down menu expanded, and Export All Contacts option
     
  4. Select all the fields you want to include in your file.
  5. Click Export.

    Export overlay with contact information options and Export button
     
  6. Click View Progress or Download CSV to save your spreadsheet.

    Contacts tab, Contacts tab selected, "Your contacts are being exported" banner and View Progress button
     


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