How do I export contacts, lists, and accounts?

How do I export contacts, lists, and accounts?

Posted by The Team at Mindmatrix on 09 September 2015 05:42 AM

Exporting contacts into an excel file

Step 1: Go to Connections>Contacts

 


Step 2: Select the contacts that you wish to export using check boxes on the left had side of the page. (Note, you can use the tabs on the left hand side of the page to narrow your options to a specific category of contacts such as "Leads" or "Inactive Contacts").


Step 3: Click in the vertical ellipses and then select "Export". 


















Step 4: This will bring up the “Export Contact(s)” menu. In the "Select Field(s)", for each tab, use the check boxes to select the information fields that you wish to include in the exported excel/CVS file. Once you have made your selections, click on the "arrow" icon to move to the next section.   

Step 5: In the "Order Fields" section, use the four directional arrow icons to click and drag the information fields into their desired positions. Give your cvs/excel file a name, and then click "Finish".  



A notification bubble will appear, providing confirmation that the file export is underway. 


To check on the status of any current or previous exports, go to Connection> Exports.

    • Related Articles

    • How do I delete contacts?

      There are two ways to delete contacts from your account. Method A (Deleting a single Contact entry): Method B (Deleting one or more Contacts): Method C (Bulk Deleting Contacts): The bulk delete functionality has been enhanced. Earlier, only contacts ...
    • How do I export a list of bounced contacts?

      Remember, it is your responsibility to add a clean list to Mindmatrix software. You can regularly review your soft bounced contacts and manually remove or target these in separate campaigns to keep the sender score of the software high. This article ...
    • How can I prepare contacts for CCPA or other privacy acts?

      Make sure that you familiarize yourself with any privacy acts impacting the region of contacts you send marketing emails. Certain privacy acts such as CCPA or GDPR are based on the residency of the contacts you market, and not the physical location ...
    • How can I share Contacts using a Smart List?

      A Smart List is a fluid and dynamic list that is based on conditions or activity. If you’d like to share contacts based on certain conditions, you can use Smart Lists to set automatic sharing of certain contacts that match set conditions or activity ...
    • How do I import Contacts?

      It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator. Posted by The Team at Mindmatrix on 08 September 2015 08:26 AM Before you begin, please ...