How to export contacts from OnePageCRM

There 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.


Export all contacts or Export by filter

1
Click on your User/Profile icon (top right-hand corner) → Import and Export → under Export select Contacts Export to file.

Import & Export Page, click on Contacts Export to file.

2
Under Export contacts to CSV / excel file select your export options from the dropdowns:
  • Dataset
    • Contacts
    • Contacts (Inc. notes, calls, etc.

Dataset table

  • Contacts
    • All Contacts
    • By Tag
    • By Status
    • By Country
    • By Filter
    • By Lead source
    • By Alphanumeric
    • By Owner
  • Format
    • CSV
    • Excel

Select export options from dropdowns for the Dataset, Contacts and Format. Click Export.

3
Once selected click Export → on completion, the contacts are downloaded to your computer and saved as:
  • 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

    1
    Select the appropriate contacts to export from your Action Stream or Contact Page.
    2
    In the bulk update menu click More → select Quick Export from the dropdown to initiate the export.

    Select appropriate contacts, click on more and Quick Eport.

    3
    On completion, the contacts are downloaded to your computer and saved as:
  • onepagecrm_contacts.csv

    • Note: Quick Exports are only available in a CSV format.

    When to export contacts?

    • 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.
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