Export contacts

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```mediawiki Navigation: Main_Page > Migration > Export contacts

Can you export my contacts during the migration process?[edit | edit source]

Introduction[edit | edit source]

The ability to export contacts is a crucial part of migrating to ActiveCampaign. This feature plays a significant role in ensuring data continuity, allowing users to retain their valuable contact information as they transition from an old service to ActiveCampaign. During the migration, understanding the limitations and requirements for exporting contacts can make the process smoother and more efficient.

How to access this feature[edit | edit source]

Accessing the contact export feature is straightforward; however, it is important to note that the actual exporting of contacts must be performed through your old email service provider. Here, you will ultimately gather the finalized list of contacts that will be transferred to ActiveCampaign.

Step-by-step instructions[edit | edit source]

To complete the contact export process, follow these steps:

1. **Log in** to your old email service provider's account. 2. Locate the **contacts** or **address book** section within the interface. 3. Choose the option to export your contacts. This might be labeled as **Export Contacts**, **Download Contacts**, or similar, depending on your provider. 4. Select the preferred file format for your export. Common formats include CSV and Excel. 5. Confirm the export action and wait for the file to be downloaded to your device. 6. Once you have the file, you can then provide the exported contacts file to ActiveCampaign. Ensure that this list is finalized and that it only includes the contacts you wish to import into your new account.

Configuration options and settings[edit | edit source]

While exporting contacts, keep the following configuration options in mind:

- **File Format**: Make sure the exported file is in a compatible format—CSV is commonly preferred for ActiveCampaign. - **Contact Information**: Verify that the exported file includes all relevant fields (such as names, email addresses, and phone numbers) needed for your contacts to merge seamlessly into ActiveCampaign.

Best practices and tips[edit | edit source]

- Always ensure that your contact list is up-to-date before exporting. Remove any duplicates or outdated information to streamline the import process. - After exporting, review the file for any formatting issues that may interfere with the import process. - Keep a backup of the exported file until after you’ve successfully imported it into ActiveCampaign.

Troubleshooting[edit | edit source]

If you encounter issues during the contact export process, consider the following:

- **Contact file not found**: Ensure that you have indeed exported the file from your old service and that it has been properly downloaded to your device. - **Incorrect format**: Double-check that the exported contacts file is in a compatible format (preferably CSV) as required by ActiveCampaign. - **Missing information**: If any critical information is missing in the contact file (e.g., names or emails), try re-exporting while ensuring you select all necessary fields.

Related features[edit | edit source]

To further enhance your understanding of contact management within ActiveCampaign, you might find the following features useful: - Migration - Contacts

FAQ[edit | edit source]

Q1: Can I export contacts from my old service directly to ActiveCampaign?[edit | edit source]

No, you need to export your contacts yourself and then provide ActiveCampaign with the finalized list for upload.

Q2: What file formats can I use for exporting my contacts?[edit | edit source]

The preferred format for exporting contacts is CSV; however, Excel formats are generally acceptable as well.

Q3: How do I ensure my contacts are correctly formatted before importing?[edit | edit source]

Review the exported file for correctness, ensuring all necessary fields are included, and remove any duplicate entries.

Q4: Will I lose any contact information during export?[edit | edit source]

To avoid losing data, ensure you select all relevant fields during the contact export process.

Q5: What should I do if I have a large number of contacts?[edit | edit source]

When dealing with a large number of contacts, consider breaking them into smaller batches if your old service provides options to manage contacts in groups.

Q6: How can I verify that my contacts have been successfully imported into ActiveCampaign?[edit | edit source]

After submitting the contact file, check your ActiveCampaign account under the Contacts section to ensure that all expected contacts have been listed.

Q7: Is there any limit to the number of contacts I can export?[edit | edit source]

Limits may depend on your old service's policies, but ensure to consult your old provider for specific capabilities regarding contact export.

By following these guidelines, you can ensure a seamless transition of your contacts into ActiveCampaign, thereby maintaining the integrity and continuity of your communication with your audience. ```