How to Export Contacts for Marketing or Backup
Download your contact list from Local Business Pro as CSV or Excel for marketing campaigns or backup.
Quick Answer: Go to Operations > Contacts, click the three-dot menu, select 'Export Contact List', choose your fields and format, then download the file.
Step-by-Step Export
- Navigate to Operations > Contacts
- Optionally apply filters to export only specific contacts
- Click the three-dot menu (⋮) in the header
- Select Export Contact List
- Choose which fields to include in the export
- Select file format (CSV or Excel)
- Click Export
- The file downloads to your computer
Export Uses
- Email marketing: Import into Mailchimp, Constant Contact, etc.
- Direct mail: Send to printing service for postcards
- Backup: Keep a copy of your customer data
- Analysis: Open in Excel for reporting
- CRM migration: Move to another system if needed
Exporting Filtered Lists
Apply filters before exporting to get targeted lists:
- Filter by city for local marketing campaigns
- Filter by contact type for new customer offers
- Filter by last contact date for reactivation campaigns
Frequently Asked Questions
Q: Does the export include conversation history?
A: The export includes contact information. Conversation transcripts are viewed within the app.
Q: How often should I back up my contacts?
A: Monthly exports are a good practice for peace of mind.
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Last updated: February 1, 2025