Contacts - How to Export Contacts

This article will discuss exporting contacts from your ClickFunnels account. Doing so allows you to save the information you have collected about your contacts and use it with third-party applications. Contact information is exported in the CSV file format.

Table of Contents

• Requirements
• Step by Step Walk Through

Requirements

• An active ClickFunnels 2.0 account
• Existing Contacts

Step by Step Walk Through

1. Click Customers from the left-hand main menu.
   

2. Click on Contacts.
   

3. Check the box next to each Contact you wish to export. Or check the box at the top of the table to select all Contacts on the current page.
   

4. You can use the Contacts Filter to select specific contacts.

5. Click on Bulk Actions.
   

6. Click on Export.
   

7. Check the box next to each field for the data you wish to export about the contacts.
   

8. The information collected using custom fields can also be exported by clicking on the drop-down menu and selecting the information you want to export. (You can select more than one field)
   

9. To schedule the export for a future date, check the box next to Schedule Export.
   

10. Click inside the empty field and select a date from the calendar.
    

11. Click on the Create export action button to finish setting it up.
    

12. Once the export has been processed, click on the Actions button, then click on Exports.
    

13. Click on the Details button of the export you wish to download.
    

14. Click on the Download Export button to download the contacts.csv file.
    

15. Congratulations! You now know how to export contacts from your ClickFunnels 2.0 account!

Back to Top