Exporting contacts

With SALESmanago we can export our contact database to excel file with additional data. While exporting, we can select a range of data that we want to be exported. The less data you choose, the export goes faster.

Exporting contacts does not remove them from the system.

To export contacts, go to CRM -> Contacts list -> Export Contacts, and click Export contacts.

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[A] Select contacts

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[A1] File name – name the export for Its identification.

[A2] Select contacts – to choose the contact type Its name, email, phone, tag… It is also possible to filter the contacts using SELECTORS>>.

[A3] Exclude contacts – we can exclude contacts that are not supposed to be in exported file.

[A4] Custom filtering – there are available detailed contacts filtering options.

To proceed press Next.


[B] Data range

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[B1] Data range – choose the data you would like to export:

  • only email addresses (contact email address and email address of the main owner),
  • subscriber data (contact email address and email address of the main owner, contact scoring, information If contact is opted-in and contact ID),
  • full data range (contact email address and email address of the main owner, company, name, phone number, fax, date of birth, street, post code, city, province, country, scoring, If contact is an opt-out, contact ID, tags, tags scoring, when contact was created, date of the last modification, last contact visit on the monitored website, information If the contact has set one message a week). To export details insert them in Add details.

[B2] Add details – It is possible to export contacts with assigned details. Insert the details and separate them with a comma.

[B3] Export tags from contact cards – we can also export tags assigned to contacts.

To proceed press Next.


[C] Access settings

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[C1] Select a folder – choose a folder your export is going to be saved in, in Repository.

[C2] Set access – we can decide If we want our export to be visible for other users.

To export data press Export.


After clicking Export, the Recently exported contacts will display. There can be only one export active simultaneously. Every following export activates after 15 minutes.

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If we click Details the particular export information will appear.

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List of exports is available in Repository.

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After exporting data we will receive an email with the report.

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Below you can see an exemplary file with exported data.

exk3

IMPORTANT: How to export external events you can find HERE>>.

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