Export all contacts

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How do I export all contacts?

Exporting all contacts from your ActiveCampaign account can be an essential task for managing your data effectively. Whether you need to back up your contacts, migrate them to another platform, or perform an analysis, having the ability to export all contacts into a CSV file is crucial. In this guide, we will walk you through the steps to export your contacts, as well as best practices and troubleshooting tips.

Introduction

The Export all contacts feature in ActiveCampaign allows you to export all your contacts into a CSV file. This feature is available across various ActiveCampaign plans, including Starter, Plus, Pro, and Enterprise. It's important to note that contact notes cannot be exported. When you export your contacts, you'll get important details like email addresses, names, and other essential fields.

How to access this feature

To access the Export all contacts feature, follow these steps: 1. Click on Contacts in the left menu of your ActiveCampaign dashboard. 2. You will be directed to the Contacts Overview page where you can manage all your contacts.

Step-by-step instructions

To export all contacts, follow these detailed steps:

1. **Access the Contacts Overview:**

  - From the navigation pane on the left, click on Contacts.

2. **Initiate the Export:**

  - Click on the ellipsis (...) located on the top right corner of the Contacts Overview page.

3. **Select Export:**

  - Choose Export from the dropdown menu.

4. **Configure Your Export Options:**

  - An Export Options modal window will appear.
  - **Optional:** Provide a name for your export. Make sure not to use special characters (like !, #, $, etc.) as they may cause the file to export as a text document instead of a CSV.
  - Select the fields you want to include in the export. 
  - Clicking the Other fields checkbox will allow you to select or unselect additional fields.

5. **Export your Contacts:**

  - Click the Export button to run the export process.
  - A confirmation message will appear informing you that the export is running in the background. You can now safely navigate to a different page, log out, or close your browser.

Configuration options and settings

When exporting contacts, the following options and settings are available:

• **Export Name:** Choose a unique name for the CSV export (free from special characters).
• **Fields Selection:** You can select specific fields to include, such as:

 - Email
 - First name
 - Last name
 - Phone number
 - Date created
 - IP address
 - User agent
 - Organization
 - Account (previously Organization)
 - Account ID

• **Other fields:** Allows you to include or exclude additional fields by marking the checkbox.

Best practices and tips

• Always check the type of content you need before exporting. Unselect fields that are not necessary to avoid clutter.
• Use a clear and descriptive export name to help identify the file later on.
• Regularly back up your contact data, especially if there are many updates made within your account.

Common use cases

Exporting your contacts can be useful in various scenarios, such as: - **Data Analysis:** Use the exported data for reports and analytics to understand your customer base better. - **Migrations:** If you’re moving to a different platform, having your data in a CSV format will facilitate an easier transfer. - **Marketing Campaigns:** Exporting contacts before conducting a targeted marketing campaign can help in segmenting audiences effectively.

For exporting just one contact or a list, you may want to refer to other detailed help articles on exporting a single contact or exporting a list of contacts from the Lists overview page.

Troubleshooting

If you face issues while exporting, here are some tips to help troubleshoot: - **No Confirmation Message:** If no confirmation message appears after clicking Export, refresh the page to check if the export is in progress. - **File not Downloading:** Ensure your internet connection is stable. If issues persist, try exporting again after some time. - **Export as Text Document:** If your file exports as a text document, double-check the export name for special characters.

Related features

- Learn more about how to Export a single contact. - Understand the functionality behind exporting a list of contacts. - Explore the significance of GDPR compliance during data exports and see Articles 15 and 20 for further information.

FAQ

What file format will my exported contacts be in?

Your exported contacts will be in a CSV (Comma-Separated Values) format.

Can I export contacts on all ActiveCampaign plans?

Yes, the Export all contacts feature is available on the Starter, Plus, Pro, and Enterprise plans.

Are contact notes included in the export?

No, contact notes cannot be exported.

How long is my download link valid for?

The download link for your exported contacts will be valid for 7 days.

What if I want to export a specific segment of contacts?

To export specific segments, use the Advanced Search option before clicking on the Export button.

Can I export contacts manually from the mobile app?

Currently, this feature is typically accessed through the web application rather than the mobile app.

How frequently should I export my contacts?

It's best to export your contacts regularly, especially after significant changes, to maintain up-to-date records.

By following this guide, you should have a clear understanding of how to successfully export all contacts from your ActiveCampaign account. If you need more assistance, consult the resources provided in ActiveCampaign's documentation. ```