How to Import or Export Contacts in Bulk?

Ryan Alex

Last Update 1 ปีที่แล้ว

You can perform multiple one-off actions to selected or all contacts using the Bulk Actions features in your Contacts/Smart Lists section. 


How to export contacts using the bulk action feature?

A. Select Your Contacts

a. Steer to your contacts.
b. Check the box to select contact records.
c. It's also possible to check the box at the top to select all on that page, and you can click the hyperlink to select all contacts in your system.

B. Choose Your Action

Select the icon for “Export Contacts” to export a list of selected contact records from the system into a .csv file that will save to your computer.

NOTE 1:  To import contacts, you may use the bulk action icon here. Please refer to our “Importing Contacts” tutorial for step-by-step guidance.

NOTE 2: If you are unable to see the import and export options, please contact your account admin regarding your permissions.

NOTE 3: In order to import, all contact records must have a phone number and/or email address.

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