How to export contacts from OnePageCRM

The are different reasons you may need to export your data from OnePageCRM - you might need to further analyze and report on a specific segment of contacts or you may require a full backup of your contacts.

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. Take a look below at the steps for exporting your contacts.  

If you're looking to export your Deals, see here.

In this article:
Export all contacts or Export by filter Quick Export for selected contacts

Export all contacts or Export by filter

1
Click on your User profile → Import & Export.

2
On the Import and Export page → go to the  Export to file section →  Contacts.

3
In the  Export contacts to CSV/Excel file page, select export option:
  • Export Contacts or Export Contacts (Inc. notes, calls etc.)
  • Export by Tag, Status, Country, Filter, Lead source, Alphanumeric or Owner.


4
Select  Export in .CSV or Export in Excel → Export.

On completion, your contacts are downloaded to your computer and saved as onepagecrm_contacts.csv or onepagecrm_contacts.xls.

Quick Export for selected contacts

1
Select contacts to export in your Action Stream.
2
In the Bulk Update menu, click More →  Quick Export.
On completion, your contacts are downloaded to your computer and saved as onepagecrm_contacts.csv.

NOTES
  • You can't download contacts to an Excel file from Quick Export.
  • Emails and attachments stored in the CRM cannot be exported. 

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