Searching and Management

Exporting Account Contact Information

This article will discuss how to export contacts from your Accounts page.
  1. Click Accounts using the left side navigation menu:

    Screen Shot 2021-08-13 at 11.34.52 AM
  2. Search for the account you want the contact information for and click Batch Action and then Export Contact Information, pictured below:



  3. Use the Export dialog to choose whether you wish to export contacts for the selected accounts or for all searched accounts.

Upon clicking Export, the system will download a file containing the account's contact information

in the report.

 

You can view the exported file by clicking the link in the pop-up shown:

 



You can also access your exports by clicking on the Export Viewer found under Settings > Exports in the left-hand navigation menu: