You can export all contacts in your account to a CSV file.
Export all contacts
- Click "Contacts" on the left menu.
Click "Export" at the top right.
- The "Export Options" modal will appear. You can type the name of the export into the field provided and click the fields you wish to include with the export. Clicking the "Other Fields" checkbox will either select or unselect all fields under it.
Do not use special characters (!, #, $, etc.) when naming your export. If you use special characters, the file will export as a text document and not a CSV.
The export will start to run in the background and a confirmation message will appear at the top of the page. You are safe to navigate to a different page in your account, log out, or close your browser. The export will still run.
Download and view export results
You can download the results from the Exports page in your account:
- Click the link in the confirmation message or click "Contacts" > "Exports."
- Click the "Download" link under the "Actions" column for the export.
Note that this link will be valid for 7 days.
A CSV file will open and display the export results you selected. You'll see columns for custom fields, lead scores, and deal scores. Tags for each contact will appear in a single column.
In addition, columns for the following default data will be included:
Email address of your contact. The data is pulled from a default system email address field.
First name of your contact. This data is pulled from a default system first name field. If the contact does not have a first name listed in your account, the cell will be blank.
Last name of your contact. The data is pulled from a default system last name field. If a contact does not have a last name listed in your account, this cell will be blank.
Phone number of your contact. This data is pulled from a default system phone field. If a contact does not have data for this field in your account, this cell will be blank.
This is the date a contact was added to your account.
Most recent IP address of your contact at the time of export.
Most recent browser and operating system for a contact. This is collected when a contact completes a trackable action, such as opening an email in a browser, clicking a link in our email, visiting a website with site tracking installed, and form submissions.
Organization for your contact. The data is pulled from a default system Organization field. If a contact does not have an organization listed in your account, this cell will be blank.
Account (previously Organization)
The account name for your contact. The data is pulled from a default system Account field. If a contact does not have an account, this will be blank.
The ID number for your contact's account.
Export one or more contacts
You can export a single contact from the Contacts overview page or several contacts with an Advanced Search and then clicking the "Export" button.
Export a list
You can export a list of contacts via the Lists overview page by selecting a list and clicking the "Export" button.
This help article contains information to help you prepare for GDPR. See Article 15, Right of access by the data subject and Article 20, Right to data portability.