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:
You can then control what data will be included for each exported person by selecting fields such as:
Allow on account
Inherit from organisation
Pricing tier name
Xero contact name*
* 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.