Your data belongs to you. Exporting your contact list regularly is a good operational habit — it keeps a local backup in case of any platform issues and makes migrations or cross-platform syncing straightforward when needed.

Export Your Contacts

Go to Contacts

Filter your contacts if you want a segment

Or leave unfiltered to export all contacts.

Select all contacts in the view

Use the Select All option.

Open Bulk Actions

Select Export or Download CSV

Choose which fields to include

At minimum: First Name, Last Name, Email, Phone, Tags, Date Added.

Download the CSV

The file downloads to your device immediately or via an emailed link depending on list size.

Exporting Other Data

Transactions/Revenue: Go to Payments → Transactions, apply a date filter, and export.
Pipeline opportunities: Export from the Opportunities section.
Campaign reports: Download from individual campaign stat views in Marketing.

Export Best Practices

Export a full contact backup monthly — store it somewhere off-platform
After a large import, export and spot-check a sample to confirm field mapping was correct
Before any significant platform change, run a full export as a safety measure

Common Mistakes

Exporting without applying the right filters and getting a partial list by mistake.
Not including tags in the export — tags carry context about each contact that raw contact details do not.
Assuming platform data is always available — export regularly and keep local backups.

Next Steps

How to Import Contacts — the reverse process
Understanding Your CRM

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