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Exporting Contacts

SendSquared allows you to export your contacts to a CSV file for backup purposes, data analysis, or transferring to other systems. This guide explains the simple process for exporting your contact database.

Accessing the Export Feature​

To begin exporting contacts:

  1. Click on the profile icon in the upper right corner
  2. Select Global Settings from the dropdown menu
  3. Scroll to the bottom of the page
  4. Select Export Contacts

Creating a New Export​

Once in the Export Contacts section:

  1. Click the Request New Export button in the top right corner
  2. Configure your export options

Export Options​

When setting up your export, you can customize what data is included:

  • Include All Groups: Select whether to export contacts from all groups or just specific ones
  • Include Tags: Choose to include tags associated with contacts
  • Delete Contacts: Option to delete contacts after exporting (use with caution)
caution

If you select the option to delete contacts after export, the contacts will be permanently removed from your SendSquared account once the export is complete. This action cannot be undone.

Processing the Export​

After configuring your export options:

  1. Click Save to begin the export process
  2. Your export will be queued for processing
  3. Processing time varies depending on the number of contacts and server load

Downloading Exported Contacts​

Once the export is complete:

  1. Locate your export in the list of completed exports
  2. Click the Download Export button
  3. The CSV file will download directly to your computer

Working with the Exported CSV​

The exported CSV file contains all contact information including:

  • Basic contact details (name, email, phone)
  • Address information
  • Custom fields
  • Group memberships
  • Tags (if selected in export options)

You can open this file with:

  • Microsoft Excel
  • Google Sheets
  • LibreOffice Calc
  • Any spreadsheet software that supports CSV format

Best Practices for Contact Exports​

Regular Backups​

  • Schedule regular exports to maintain backups of your contact database
  • Store exported files securely as they contain potentially sensitive customer information

Data Privacy Considerations​

  • Ensure compliance with data protection regulations when exporting contact data
  • Implement appropriate security measures for stored export files
  • Consider anonymizing sensitive data if using exports for analysis purposes

Export File Management​

  • Use a consistent naming convention for export files
  • Document the date and purpose of each export
  • Delete old export files when they're no longer needed

Troubleshooting​

If you encounter issues with your contact export:

  • Export not starting: Refresh the page and try requesting a new export
  • Export taking too long: Large contact databases may take extended time to process
  • Download issues: If the download fails, try again or contact support
  • CSV formatting problems: Ensure you're opening the file with appropriate spreadsheet software