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
Jump up to Article's Overview ⮝
- 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
💡 Emails and attachments stored in the CRM cannot be exported.
💡 Exporting to Excel keeps the file formatting intact, regardless of your operating system language.
Quick Export for selected contacts
Jump up to Article's Overview ⮝
💡 Quick Exports are only available in a CSV format.
When to export contacts?
Jump up to Article's Overview ⮝- Analyse your data – Create custom calculations, charts, or pivot tables in Excel.
- Bulk edit or clean up data – Make changes to multiple contacts efficiently in a spreadsheet and complete a merge import.
- Share contact information – Send a specific list of contacts to colleagues or external partners who don't have access to your CRM.
- Combine data – Work with your CRM data alongside information from other sources.
- Keep a backup – Save a copy of your contact data for your records.