Exporting organizations

You can export organizations to Excel or CSV formats.

Note: Ensure that full access is provided to the Contact Management permissions.

To export organizations, perform the following steps.

1.

At the top-left of the page, click Contacts.

2.

On the Contacts page, in the Organizations tab, click Export.

3.

According to your requirement, select Export to Excel or Export to CSV.

The OrganizationContacts_<Date>.xlsx or .csv file is downloaded to your device.