Export regularly. Export your full contact list at least monthly as a backup. The few minutes this takes is insurance against any data loss scenario.
There are several good reasons to export: maintaining a backup, importing into a second tool, analysing your list in a spreadsheet, or migrating to a new system. MONDAi exports as a standard CSV that includes all standard and custom fields.
Steps
1
Filter to the segment you want
If you want to export all contacts, skip this step. If you want a specific segment, apply filters to narrow to the right group.
2
Select your contacts
Check the top checkbox to select all filtered results, or select individual contacts.
3
Export from bulk actions
With contacts selected, open the bulk action menu and select Export.
4
Download and save the file
The CSV downloads to your computer. Rename it immediately with a descriptive name and date: MONDAi-All-Contacts-April2026.csv.
5
Verify the export
Open the CSV and confirm the correct contacts are included, the email column is populated, and critical custom fields are present.
Common Mistakes
- Exporting without filtering. Exporting 4,000 contacts when you needed 200 from a specific program creates a file that requires manual cleanup. Filter first.
- No regular backups. Export your full list at least monthly. Store it somewhere you will find it.
- Assuming exported data includes SMS opt-in status. Check your export columns carefully. SMS consent status may not export in all configurations.
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