How does exporting people work?
Exporting people creates a Microsoft Excel spreadsheet and populates it with person data before downloading it to your computer.
You can control which people will be exported by setting filters such as:
Organisation
Tag
Email list
Pricing tier
You can then control what data will be included for each exported person by selecting fields such as:
Person ID
Person number
First name
Last name
Gender
Username
Birth date
Allow on account
Pricing tier name
Status
Billing address
Mailing address
Work address
Home address
Mobile phone number
Home phone number
Work phone number
Email address
Organisation
Tags
Email lists
Internal note
Xero contact name*
Custom fields**
Comments***
* Only available if Xero is connected, see Connecting Xero
** Custom fields varies depending on what custom fields you have added, see Person custom fields
*** Comments are exported as an additional sheet, if you have selected the Comments field you should also select the Person ID, Person number, first name or last name fields so that a reference exists between the comments and the person.
How do I export people?
Go to Contacts > People.
Click on the Export button in the top right.
Optionally, select an Organisation.
Optionally, select a Tag.
Optionally, select an Email list.
Optionally select a Pricing tier.
Optionally, tick/untick the Fields you would like to include.
Click the Export button.