Exporting Contacts from Actionstep

Overview

Occasionally you might want to export your contacts information to import into another program, such as wanting to have all your basic information about contacts in your Outlook. There are two ways that you can export your contacts. Each has its benefits.

Exporting Contacts from the Contacts List screen

The first and easiest way to export your contacts, is to use the export button in the top right of the contacts screen. Go to the contacts list (using the contacts Icon at the top of Actionstep). On this screen on the right hand side is the More > EXPORT button.

This will create and download a csv file of all the contacts that you currently have in your list. This method will allow you to filter the view first so that only certain types of contacts are exported (clients only for example) you can do this.

This method of contact export will only include fields shown as columns in the list view you are exporting. You can manipulate these columns by filtering or creating a custom list view.