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Exporting Contacts to a CSV in Stack

Exporting contacts in Stack is a straightforward process. You can select the contacts you need, customize the columns, and download a .csv file for easy transfer or other uses. It's a quick and efficient way to manage your contacts.

What You'll Learn​

  • Understanding the Export Contacts feature
  • Use cases and benefits
  • Step-by-step guide to exporting contacts
  • FAQs

Understanding the Export Contacts Feature​

The Export Contacts feature in Stack allows you to export contacts from your CRM's contact list. You can choose specific contacts, customize the information you want to include, and download it all as a .csv file. This file can be used to transfer contacts to another system, import them into a different account, or for other purposes, making contact management efficient and hassle-free.

Use Cases and Benefits​

Migrating Contacts to a New Platform​

Exporting contacts as a .csv file simplifies the process of transferring data to a new CRM platform. This ensures a smooth transition and retains valuable contact information.

Benefits:

  • Seamless migration between platforms
  • Retention of essential contact details
  • No need for manual data entry

Creating Targeted Marketing Campaigns​

By customizing the columns during export, you can segment contacts based on specific criteria, such as location or interests, allowing for more effective marketing campaigns.

Benefits:

  • Improved marketing efficiency
  • Higher conversion rates
  • Personalized customer outreach

Collaborating with Team Members​

Exporting contacts makes it easy to share contact lists, enhancing collaboration on projects or customer support efforts.

Benefits:

  • Enhanced teamwork and communication
  • Consistent information across team members
  • Centralized contact data management

Generating Reports and Analytics​

Export contacts to analyze data in external tools, gaining insights into customer trends and behaviors.

Benefits:

  • Data-driven decision making
  • Identification of customer patterns and trends
  • A better understanding of customer needs

Backup and Data Security​

Regularly exporting contacts acts as a backup, safeguarding your data against system failures or breaches.

Benefits:

  • Protection against data loss
  • Easy restoration of contact information
  • Increased data security

How to Export Contacts​

Step 1: Access Contacts​

  • Log in to your Stack account.
  • Navigate to the Contacts tab.

Step 2: Select Contacts​

  • Browse through your contact list.
  • Check the box next to each contact you wish to export.
  • Use filters to specify which contacts to mark for export.
  • Select all contacts on a page or the entire list using the checkboxes.

Note: Only the most recent note (up to 255 characters) is included for each contact in the export.

Step 3: Customize Columns (Optional)​

  • Click on the Columns button.
  • Check or uncheck boxes to include or exclude specific columns in the export.

Note: If you've selected the email option in the smartlist column, an "Additional Email" column will appear in the exported CSV, listing all additional emails separated by commas.

Step 4: Export Contacts​

  • Click the Export Contacts icon or button.
  • Confirm your export action if prompted.

Step 5: Download the .csv File​

  • Wait for the export process to complete.
  • Download the generated .csv file containing your selected contacts and their information.

You can now use this .csv file for various purposes, such as transferring contacts to another account, importing them into a different system, or analyzing data.

FAQs​

Q1: Can I export only specific data fields for each contact in the exported .csv file?

Yes, you can customize the columns in the exported .csv file by selecting or deselecting specific data fields before initiating the export.

Q2: What happens if a contact's latest note exceeds 255 characters?

Only the latest note of up to 255 characters is included when exporting contacts. Longer notes will be truncated to fit within this limit.

Q3: Can I export contacts from multiple accounts or locations simultaneously?

You need to export contacts separately for each location. You can then combine the resulting .csv files in a spreadsheet application.

Q4: Is it possible to schedule automatic exports of contact data?

This feature is not available at this time.

Q5: How do I import the exported .csv file into another contact management platform?

Most platforms support .csv file imports. Follow the specific import instructions for your target platform, usually involving mapping the .csv columns to the appropriate fields.