How do i export contact

Max Classic
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How do I export contacts from infusion soft?

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Hi Teri:

Welcome to the Community!

When you do a search of contacts, you can click the checkbox above the list:
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Then, choose Export from the ‘actions’ dropdown.

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From there, you will get a list of all of the fields that you can export. You can choose them all, or select them individually.

Hope that helps.

Jeff

Jeff Arnold

4Spot Marketing • 4SpotMarketing.com
11700 W Charleston #170-160 • Las Vegas • NV • 89135
O: 702-721-9763 • C: 702-525-9763

3

There is also a third party service from NovakSolutions called CloudBackup that allows you to pull a full CSV export of your data in case you need more than what the Infusionsoft built-in export provides.