All Help Topics > Contacts and Companies > How do I export my data from the CRM?

There are a couple ways that you can get your data from the system into a spreadsheet for your use. If you want all of your contacts and companies in a spreadsheet, then head to the Export Contacts page. On the left side of the page you will see two download options to download your contacts and companies – one will save your information in an Excel spreadsheet (.XLS), and the other in a .CSV file.

What is a .CSV file?

.CSV stands for Comma-Separated Values. It is a better way to store large amounts of information in a format that is easily read by computers. Usually, you won’t be able to tell the difference between a .CSV and .XLS file since most spreadsheet programs (such as Microsoft Office Excel, Google Sheets, or Apple Numbers) will format the data in identical ways when you open it.

Which option should I choose?

It depends – if you have a lot of contact and company records, then a .CSV file will be a better option for you. Either way, you’re data will be saved in a spreadsheet that you can open and manipulate however you’d like!

What if I only want to see a few of my contacts and companies?

Easy! You can export specific contacts and companies if you want a narrower subset of your database. To do so, follow these steps:

  1. Navigate to the “Find a Contact” page.
  2. Select and apply the filters you want to use to sort your contacts and companies.
  3. In the upper right hand corner of the page you should see a link that says “Export”. If you click this the file should automatically download to your computer (this can take some time depending on the number of contacts).

Now you’re done! Open up the spreadsheet and you should see all of your data.

If you have any trouble getting your information to export, feel free to contact us and we will be happy to help you!


Still have questions?
Less Annoying CRM comes with free phone and email support - even if you're not a paying customer! Use our contact page to get a hold of us, and we'll be happy to help however we can.

 
 
 
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