Your AI Connector Docs

Exporting Your Contacts

You can download your contacts as a file at any time — for your records, to use in another tool, or as a backup.

How to Export Contacts

  1. Click Contacts in the left sidebar.

There are two ways to export from here, and both respect whatever you currently have on screen:

Option A: Export the current view

  1. Click the Export button at the top of the page. This opens a dialog confirming what’s about to download — every contact matching whatever is currently active: the selected list, saved view, smart filter chips, and search box. To export your whole account, first clear any list/filter/search so “All Contacts” is showing, then click Export.
  1. Click Download CSV to confirm. The file downloads immediately and a confirmation briefly appears at the bottom of the screen.

Option B: Export a selection

  1. Tick the checkboxes next to the contacts you want. A floating action bar appears at the bottom of the screen with bulk actions, including Export.
  1. Click Export in that bar. The same confirmation dialog opens, scoped to just your selection.
  1. Click Download CSV to confirm.

What the Exported File Contains

The export includes, per contact:

  • First name and last name
  • Phone
  • Email
  • Channel
  • Status
  • Tags
  • Lead score
  • Bot active
  • Do not disturb
  • Private
  • Lead profile (the same field the app labels “Notes” on the contact record — see Custom Fields, Lead Profile & Notes)
  • Last activity
  • Created

What’s different from before: this file does not include a contact ID column, a per-custom-field column (custom_company, etc.), or a campaigns column. If you need a contact’s ID — for example to look someone up through the API — use the API’s contact lookup instead (see API Access), or copy it from a list’s Copy list ID action for list IDs specifically.

No message text in the file. There is no column containing the words of any message — “Last activity” is a timestamp, not message content.

The file is a CSV, which opens in Excel, Google Sheets, or any spreadsheet app.

Next Steps