Data Export
Click to visit section:
Contacts
Companies
Tasks
Exporting data en masse is a great way to add and update large amounts of data at once and reimport back into the platform.
Contacts
Export all contacts in the platform alongside connected data including custom and attribute fields.
Contacts > Contacts > Export All
Note
: Export All does not currently include Lists, Connected Contacts, Sites or Accounts.
Via Lists
Export a list of contacts from a specific list.
Contacts > Static Lists > Export List and select list or click into a lists and Export List
Companies
Export all companies in the platform alongside connected data including custom fields.
Tasks
Export a list of tasks contained in the platform alongside connected data including custom fields.
Tasks > Tasks > Export
Learn more about
Data Input
