Continuing with the InfusionSoft Basics series of tutorials, today I am going to show you how to export contacts from your InfusionSoft application.
After you log in to your InfusionSoft application, go to the menu icon next to the InfusionSoft logo at the top left of your screen, and go to CRM >> Contacts. You will see the list of contacts within your database.
From there, click on the checkbox located next to the total number of results, to select all the contacts in the list.
Then go to Actions >> Export. On the next screen, scroll all the way down and click on the Export button.
Note: If you don’t want to export all the fields within the database, uncheck the first checkbox at the top, and then just select the fields that you want to export.
In the example I showed in the video, I selected the fields for ID, First Name, Last Name, Telephone Number and Email Address. Then, scroll down and click on the Export button.
Once the process is completed, a CSV file containing all the data will be automatically downloaded to your computer.
That’s it. That’s how you export your contacts from your InfusionSoft application.
InfusionSoft has a feature that allows you to save the exported fields for future exports. This is how you do it.
Once you land to the Export Results page from a contact search, uncheck all the fields, and select the ones that you want to export (just like we did in the previous example), but this time we’re going to save that criteria.
In order to do that, scroll all the way down to where it says Save Export Field Selections, and on the text field right below it, enter a name for the criteria you want to save.
Check the Make settings available to all users option to make it global so all the users within your InfusionSoft app can see it. Or leave it unchecked so it’s available only for your user account.
Then click on the Export button.
After the process is completed, the CSV file will be exported and the criteria will be available for future exports.
You will find it listed on the Load Saved Export Field Selections area on the Export Results page.
This is very useful if you are frequently exporting data. It will save you a considerable amount of time.
I hope you find this tutorial helpful. Leave your comments or questions below.