Introduction #
Before exporting your Contacts or Accounts, make sure the appropriate lists are selected in the Lists module.
Also make sure you have permission to export Contacts and/or Accounts as needed. If you have this permission, you will notice the 
icon located to the left of the search bar in both the Contacts and the Accounts modules. If the icon is missing, please refer to this guide to obtain the appropriate permission.
Note that your list of Contacts or Accounts is exported in Excel format (.xlsx). The Account list export file only displays information about the Account. However, the Contact list export file displays contact information as well as the account information associated with each contact.
How do you export a list of contacts or accounts? #
- Click on the Contacts or Accounts module
- Optional step: Filter your list (refer to this guide if necessary)
- Click on the icon to export
- Click on Contacts List or Accounts List
- Wait while the system generates the file
- Click on the file that appears at the bottom of your browser
- Click on the Enable Editing button to edit the Excel file
CONTACTS:
ACCOUNTS:
