Export a Contact’s 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 menu, click Address Book.
3. From the toolbar atop the Address Book screen, click the Export icon.
4. On the Export Grid window, make your selections:
   • Pages: Choose between current and custom. Custom allows you to select the page range you wish to export.
   • Export Format: Defaults to CSV
   • Apply current filters: Unchecking the box allows you to select specific filters from the list below.
     Note: You can drag and drop the columns to customize your export file.
5. Click Export.
   The system downloads the file in your designated format to your designated location.