Export CRM contacts in CSV
In OnePageCRM, you have the option to export your contacts in a CSV or Excel file, and you can also filter the contacts you require and export only these.
If you're looking to export your Deals, see here.
In this article:
| Export all contacts or by filter |
| Quick Export for selected contacts |
| When to export contacts? |
Export all contacts or Export by filter
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- Dataset
- Contacts
- Contacts (Inc. notes, calls, etc.)
- Contacts
- All Contacts
- By Tag
- By Status
- By Country
- By Filter
- By Lead source
- By Alphanumeric
- By Owner
- Format
- CSV
- Excel
- onepagecrm_contacts.csv
- onepagecrm_contacts.xls
Notes:
- Emails and attachments stored in the CRM cannot be exported.
- Exporting to an Excel format ensures the file formatting is not lost, irrespective of the language selected in your operating system.
Quick Export for selected contacts
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- onepagecrm_contacts.csv
Quick Exports are only available in a CSV format.
When to export contacts?
Jump up to Article's Overview ⮝- Greater visibility for further analysis: Export contacts in order to get an overview and see the history of interactions made with your contacts.
- To backup or share: You can export contacts if you would like to have a backup, or maybe you need to share with other team members.