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Import, export and views

How to export contacts to a CSV file

In Contacts › Smart Lists, select the contacts, click More › Export and confirm. When the file is ready, download it from Contacts › Bulk Actions; it stays available for 30 days.

Updated on

Before you start

  • Only admin users can export and download the file.
  • The file is a .csv, which opens in Excel, Google Sheets or any spreadsheet app.
  • The file only includes the columns currently visible in the contacts table. Adjust the columns before exporting.
  • The export doesn't include message or automation history. For each contact's latest note, only the first 255 characters are included.
Where to find it

Contacts › Smart Lists › More › Export

Step by step

  1. In the left menu, click Contacts and open the Smart Lists tab.
  2. To export only part of your contacts, apply filters or open the smart list you want.
  3. Select the contacts:
    • one by one, by checking the box to the left of each name;
    • all of them, by checking the box in the table header and choosing Select All Contacts.
  4. (Optional) Click Manage Fields and check or uncheck the columns you want in the file.
  5. Click More in the action bar, then Export. You can also use the three-dot menu next to Add Contact › Export.
  6. Confirm in the window by clicking Export. A message tells you the export has started; you can keep working.
  7. You'll get a notification when the file is ready.
  8. Go to Contacts › Bulk Actions, find the row with the Export operation and Complete status, and click the download icon (down arrow). The file is saved to your computer.

Tips

  • Export your contacts before deleting contacts in bulk, so you have a backup.
  • If you have several Elooo System accounts, export each one separately and combine the files in your spreadsheet.

Common problems

  • I don't see the Export option → Your user isn't an admin. Ask an admin to export for you or give you access.
  • A column is missing from the file → That column wasn't visible in the table. Click Manage Fields, turn the column on and export again.
  • The download link doesn't work anymore → Exported files are only available for 30 days. Run a new export.
  • Notes are cut off → That's expected: only the latest note is included, up to 255 characters. See full notes on the contact record.

Frequently asked questions

Can I schedule automatic exports?

No. Exports are run manually whenever you need one.

Can I import this file into another tool?

Yes. Most tools accept .csv files; just map the columns to that tool's fields.

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