Export Contact Data

About this task

Contact Export reports allow you to export contact level data. These exports can help with list reconciliation, synchronization with your in-house CRM software, or other administrative tasks. You can include contact status, field data, GeoIP data, RFM metrics, and technology data in the export.

Note: All reports will download into a CSV file that you can open in MS Excel.

To begin exporting contact data:

Procedure

  1. Go to Contacts > Manage.
  2. Click Exports.
  3. In the Choose Filter section, choose the filter to use for the export. You can choose:
    • All Contacts
    • Active Contacts
    • Inactive Contacts
    • Suppression List

    When you select All Contacts, only active and inactive contacts are included in the export. Suppression list contacts are not included.

  4. In the Choose Fields section, select the field data you want included in the report.
  5. In the Choose GeoIP / Technology Data section, select the GeoIP and technology usage data you want included in the report.
    For more information about GeoIP see Contact Details Location (GeoIP) Data. For more information about Technology Data see Contact Browser, Email Client, and OS Data.
  6. In the Choose RFM Metrics section, select the RFM metrics you want included in the report.
    For more information about RFM metrics see Contact Details RFM Metrics.
  7. Optional: In the Email Notification section, add an email address that will be notified when the report is ready for download.
    You are also notified when the report is ready for download via an in-application notification.
  8. Click Export to begin generating the report.

    All reports will download into a CSV file that you can open in MS Excel.

    You can find all available downloadable files at Reports > Downloads and Reports > Legacy Downloads.

What to do next

Tip: You can directly import an export report back into the application without having to make any modifications to the export report. For more information on importing a .CSV file, see Contact Imports.