Use this article to export a contact list as a CSV file you can open in a spreadsheet, with optional status and advanced filters. The example exports the client list.
How do I open the export dialog?
To open the export dialog, click ① Export contacts in the toolbar of the contact list.
In the export dialog, ① SCOPE exports all clients in this list. Under ② STATUS, choose Active or ③ Former to limit the file, or leave both off to include everyone. ④ Advanced filters opens more options. ⑤ Export .CSV builds the file.
How do I narrow the export with advanced filters?
Under Advanced filters you can narrow the export by ① Source, ② Tag, ③ a Created between or Last attended between date range, State, and ④ whether the contact has an email or a phone. Then click ⑤ Export .CSV.
How do I download the CSV file?
To download the CSV file: after a moment the export dialog says ① Your file is ready. Click ② Download CSV to save it.
The CSV file has one row per contact with the name, contact type, email, phone, gender, birthday, lead source, tags, address, punch ID, status, guardian details and any custom fields.