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Download and export a table of Contacts

Download and export a table of Contacts

Owned by Matt Kepple
Last updated: Dec 18, 2024
2 min read

Ability to export is limited to users who are Organisation Admins or Project Managers

You can download information about several contacts at once by using any of the 3 default tables of Contacts as well as from each of your Custom Tables:

Steps

  1. Select My Apps in the top menu

  2. Select Contacts (if you do not see Contacts, follow these steps to access the Contacts App)

  3. You arrive on the Manage Contacts page - Overview tab

  4. Open the More Options menu and select Download as CSV

  5. To download the data from the Details table or the Progress Trackers tab, select that tab and then go to the More Options menu to select Download as CSV

  6. To download the data from the Progress Trackers table, select that tab and then go to the More Options menu to select Download as CSV

  7. Select Me & Support → Downloads to access your Downloads page. You’ll see your CSV file displayed, ready for download.

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