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Bulk Actions – Import and Export Contacts

Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to export contacts using the bulk action feature:

Step 1: Choose Your Contacts 

  • Navigate to your contacts.
  • Check the box to select contact records.
  • You can also 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.

Step 2: Choose Your Action

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

NOTE: If you wish to import contacts, you may use the bulk action icon here. Please refer to our “How to Import Contacts” tutorial for step-by-step guidance. 

NOTE: If you cannot see the import and export options, please contact your account admin regarding your permissions.

NOTE: All contact records must have a phone number and/or email address in order to import.

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