How To: Export Contacts to CSV

A comprehensive guide to exporting multiple contacts to a CSV file.

Table of Contents

• Introduction
• What Are Bulk Actions?
• What You Can Do with Bulk Actions
• How to Export Contacts to CSV
  • Step 1: Access the Web App
  • Step 2: Filter Your Contacts
  • Step 3: Perform Bulk Actions
  • Step 4: Confirm and Refresh
• Why This Process is Important

Introduction

Purpose

Exporting contacts from GroupTrack CRM into a CSV file is essential for managing your data outside the platform, whether for reporting, analysis, or backup. The Bulk Actions feature simplifies this process by allowing you to export multiple contacts simultaneously. This guide will walk you through the steps to efficiently export your contacts to a CSV file.

What Are Bulk Actions?

Bulk Actions in GroupTrack CRM are designed to streamline processes that involve managing multiple contacts at once. This feature is particularly useful when you need to export a large group of contacts for external use.

What You Can Do with Bulk Actions

With Bulk Actions, you can:

• Export a selected group of contacts to a CSV file.
• Use advanced filters to tailor the export to specific contacts based on criteria.
• Efficiently manage and backup your contact data.

How to Export Contacts to CSV

Step 1: Access the Web App

• Open the GroupTrack Web App:

Step 2: Filter Your Contacts

• Navigate to Your Contacts:

  On the left-hand side, click the Pipeline View or Table View tab.

• Use Advanced Filters:

  Apply filters to identify the specific contacts you want to export.

Step 3: Perform Bulk Actions

• Click on the "Bulk Actions" Button:

  After filtering your contacts, click the "Bulk Actions" button.

• Choose Your Action:

  Select "Export" from the available options.

• Select the Contacts:

  Ensure you’ve selected the correct contacts to export.

Step 4: Confirm and Refresh

• Click "Run Bulk Action":

  Once you’ve selected the contacts, click "Run Bulk Action" to execute the bulk export action.

• Refresh the Screen:

  Refresh the screen to see the changes take effect and confirm the export.

Why This Process is Important

Exporting contacts to CSV is crucial for maintaining a backup of your data, conducting detailed analysis, or importing contacts into other systems. By using the Bulk Actions feature, you can save time and ensure that your data is exported efficiently and accurately.