Contacts & CRM
Exporting contacts to CSV
2 minutes read time Difficulty: beginner
Exporting contacts to CSV
Export your contacts for backup, analysis in spreadsheets, or importing into other tools.
How to export
- Go to Contacts in the sidebar
- Click the Export button (or menu → Import/Export → Export)
- Choose what to export:
- All contacts — Every contact in your organization
- Filtered contacts — Only contacts matching current filters/search
- Segment — Contacts in a specific segment
- Select columns to include
- Click "Export"
- A CSV file downloads to your computer
Exported columns
The CSV includes:
| Column | Example |
|---|---|
| phone_number | +919876543210 |
| name | John Doe |
| john@example.com | |
| tags | customer, vip |
| stage | Customer |
| assigned_agent | Agent Name |
| source | whatsapp_webhook |
| created_at | 2026-05-01 |
| last_message_at | 2026-05-28 |
| Custom fields... | (your defined fields) |
Tips
- Export regularly — Keep backups of your contact data
- Filter first — Export only what you need (faster, smaller file)
- Use for analysis — Open in Excel/Google Sheets for reporting
- Segment exports — Export specific segments for targeted campaigns in other tools
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