Export Contacts

Usually, you interact with contacts (and their phones numbers, addresses, etc.) as part of Quotes or Accounts. You may want to view contacts on their own, especially if you want to export them. For example, you might want to export them so that you can:

  • Send promotional emails
  • Send holiday cards or other mailers
  • Perform an outbound calling campaign

To do this, go to Settings > Account > Contacts. Here you'll see a view of all the contacts in your system. You can choose a saved view or click Options to choose which contacts to include.

view of all the contacts in your system

Depending on the view settings you use, contacts will sometimes be repeated. This happens because Quote contacts are inherently also account contacts.

Once you have a view with the contacts you want, you can click the Export button to download the contacts to a .csv file.

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