Workflow

Contact exports

Contact exports: Export customers, contacts, leads, expenses and payments to streamed CSV files for selected date periods.

6 connected guidesLive filterPermission-aware instructions
6 guides
Category

CSV Export Manager

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Guide

Export contacts to CSV

Create a contacts CSV using the selected period and the module’s exact joins, exclusions and formatting.

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Guide

Review included columns in the Contacts export

Contact database fields, linked customer company and contact custom fields

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Guide

Review excluded or replaced fields in the Contacts export

Password, password-change/IP, verification and new-password key fields

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Guide

Review derived and joined values in the Contacts export

Customer company; profile image URL when a small image exists; direction falls back to RTL/LTR setting

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Guide

Verify the date-range column in the Contacts export

contacts.datecreated

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