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

  1. Go to Contacts in the sidebar
  2. Click the Export button (or menu → Import/Export → Export)
  3. 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
  4. Select columns to include
  5. Click "Export"
  6. A CSV file downloads to your computer

Exported columns

The CSV includes:

ColumnExample
phone_number+919876543210
nameJohn Doe
emailjohn@example.com
tagscustomer, vip
stageCustomer
assigned_agentAgent Name
sourcewhatsapp_webhook
created_at2026-05-01
last_message_at2026-05-28
Custom fields...(your defined fields)

Tips

  1. Export regularly — Keep backups of your contact data
  2. Filter first — Export only what you need (faster, smaller file)
  3. Use for analysis — Open in Excel/Google Sheets for reporting
  4. Segment exports — Export specific segments for targeted campaigns in other tools

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