Exporting individuals

You can export individuals to Excel or CSV formats.

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

To export individuals, perform the following steps.

1.

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

2.

On the Contacts page, click the Individuals tab.

3.

In the Individuals tab, click Export.

4.

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

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