Focus: The focus of this self-help article is to provide steps and information to export your Contacts to CSV.
What is a CSV?: A “CSV”, also known as a “comma separated value”, is a file that can be generated by programs to export contact data and save it in a tabular format.
How is it used in Cliently?: Cliently will export your contacts to a CSV formatted file, which can then be opened by spreadsheet software such as Microsoft Excel. Once you have the file opened, you can also print out this list of contacts and their accompanying data.
Step 1: Go To your Real-time View page… Then select ‘all contacts’ using the checkbox to the left of the Name column header or custom select a specific list of contacts by checking their avatar just to the left of their name. You can also create a custom filters/recipes and then mass select that specific group of contacts by checking the box to the left of the Name column header.
Step 2: Access Export. Next, click on the “...” button to access more settings. Now choose the last option to “Export Contacts”.
Step 3: Choose columns to export. Cliently provides a way to select the specific fields you wish to export by enabling/disabling fields. By default, all fields are exportable (recommended), however you can search and turn off fields by selecting them on the right hand side to disable the field. Click the red “next” button when ready to proceed.
Step 4: Export Review. Here you will see the number of contacts and columns for your export. Click on the red “Export” button to run the export.
Step 5: Confirmation. Cliently will provide an overview of your export and details on how to access the file. Check your email inbox to access the export.
Step 6: Direct download link to access your export. In your email inbox, you should have received an email from Cliently about your request for an export. Click the red “Download File” button to download your file. Please note, you DO NOT need to be logged into Cliently to download the file. This link will be available for 60 days.
List of available fields in the Cliently Export:
Contact Full Name
Contact First Name
Contact Last Name
Contact Email Address
Contact Phone Number
Contact Job Title
Contact Street Address 1
Contact Street Address 2
Contact Zip Code
Contact Last Engaged
Contact Next Activity
Contact Last contacted
Contact Flow Status
Contact Current Flow Name
Contact 7 Day Engagement
Contact Lead Source
Contact Date Added
Contact (Custom Fields Name) -- show them in alpha order
Company Phone Number
Company Street Address 1
Company Street Address 2
Company Zip Code
Company Industry 1
Company Industry 2
Company Industry 3
Company Industry 4
Company Employee Size
Company (Custom Fields Name) -- show them in alpha order
Congratulations! You have successfully exported your Cliently Contacts to a CSV File.
Example of the CSV:
Need Help? If you need any help with exporting Cliently contacts, please login to your Cliently Account and click on the red “Help/Chat” icon found on the bottom right side of your account.