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How to Bulk Export Contacts ?

Exporting contacts in bulk from AvenPing allows you to download customer details for reporting, backup, or migration purposes. You can export all contacts or select specific ones before downloading.

Steps to Bulk Export Contacts

  1. Log in to your account

  2. Navigate to Contacts

    • Click on Contacts from the navigation menu. Step 2 - Open Contacts
  3. Click Export

    • Select the Export button to export all contacts. Step 3 - Click Export
  4. Export Selected Contacts (Optional)

    • If you only want to export specific contacts, select them first and then click on Export. Step 3 - select Export

TIP

Before exporting, use filters (segments/tags/attributes) to narrow results, then choose "Export Selected" for cleaner datasets. Prefer CSV when you plan to analyze in Excel, Google Sheets, or BI tools.

Best Practices

  • Regularly export contacts for backup to prevent data loss.
  • Use exports to analyze customer data outside of AvenPing (e.g., Excel or BI tools).
  • Keep exported files secure to protect customer information.

WARNING

Large exports may take longer to generate and download. Ensure browser pop-up/download blockers are disabled for the site, and keep the tab open until the file download starts.

DANGER

Do not upload exported contact files to public drives or share them in unsecured channels. Store them in encrypted storage and restrict access to authorized team members only.

Troubleshooting

  • Export not working?
    Ensure you have permission to export contacts under your user role.
  • File not downloading?
    Try refreshing the page and exporting again, or check browser download settings.
  • Missing contacts in export?
    Confirm you selected the correct contacts before exporting.

Frequently Asked Questions (FAQs)

Q: In what format are contacts exported?

A: Contacts are typically exported as CSV or XLSX files.

Q: Can I export only a specific group of contacts?

A: Yes. Apply filters or select specific rows and then click Export to download only the selected contacts.

Q: Can I schedule automatic exports?

A: Currently, exports are manual. You need to initiate the process each time.