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 Contacts 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 segment 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 City

Contact State

Contact Zip Code

Contact Country

Contact Last Engaged

Contact Next Activity

Contact Last contacted

Contact Flow Status

Contact Current Flow Name

Contact 7 Day Engagement

Contact Archived

Contact Unsubscribed

Contact Lead Source

Contact Date Added

Contact Owner

Contact (Custom Fields Name) -- show them in alpha order

Company Name

Company Phone Number

Company Street Address 1

Company Street Address 2

Company City

Company State

Company Zip Code

Company Country

Company Website

Company Description

Company Industry 1

Company Industry 2

Company Industry 3

Company Industry 4

Company Revenue

Company Employee Size

Company (Custom Fields Name) -- show them in alpha order

Deal Pipeline

Deal Stage

Deal Value

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.

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