# Export Contacts

If you need to export a single contact or a group of contacts from your CRM or marketing campaign, click on this button and it downloads to your local device as CSV. spreadsheet.

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## **Exporting Contacts**

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The downloaded spreadsheet consists of these column headers with the contact's corresponding information;

### **Contact ID**

This ID number will be the contact's reference number for easy tracking within the CRM.

### **First and Last name**

The first and last name is used to assign an owner to your contacts during the import, including the name of the 'User'

* Formats:\
  &#x20;   **•**  FirstName LastName (e.g. Logan Paul or logan paul)\
  &#x20;   • LastName FirstName (e.g. Paul Logan or paul logan)\
  &#x20;   • Note: Unless the user has both FirstName and Last Name, the system will not recognize it\
  &#x20;      during upload  &#x20;

### **Business Name**

This shows the business name of the contact.

### **Phone Number**

* For the vast majority of cases, as long as you format the phone numbers in E.164 (Ex: +1 1234567890) our system will recognize it as valid- irrespective of the default Country picked at the sub-account level
* Additionally, if you have set the Country to the US, the following would work perfectly fine as well\
  • 123-456-7890\
  • (123) 4567890\
  • 1234567890

### **Email Address**

This column shows the contact's Email address.\
\
While the default unique identifier is to Email, our system allows you to choose fields other than Email for de-duplication purposes during the Bulk CSV Upload

### **Date and Time Created**

This shows the date and time you added this contact to your CRM.

* Formats:\
  • mm/dd/yyyy (e.g. 10/28/2020) \
  • yyyy/mm/dd (e.g. 2020/10/28) \
  • Min:Sec, AM/PM, Timezone\
  • You can also replace '/' with '-' or '.' and it'll recognize the uploaded fields as a Date field.

### **Activity Log**

This shows the date and time a change was made to a particular contact

### **Tag**

This will show any tag(s) added to the contact info when adding the contact to the CRM.

* Formats:\
  • Value 1, Value 2, Value 3 ...... (e.g. Blue, Yellow, Green or Blue, Yellow, Green or Blue, Yellow,\
  &#x20;  Green)           \
  • You can also replace ' , ' with ' ; ' or ' . ' and it'll recognize the uploaded fields as the\
  &#x20;   aforementioned field

| Tags (example formats) | Status                  |
| ---------------------- | ----------------------- |
| lowercase              | ok                      |
| UPPERCASE              | ok (will be lowercased) |
| ProperCase             | ok (will be lowercased) |
| with a space           | ok                      |
| With A Space           | ok (will be lowercased) |
| pre-existing tag       | ok (maps successfully)  |
