Exporting Contacts as CSV

This document is outdated and this feature is no longer supported. Please see our API documentation for more on how you can retrieve this information.

CVS Reporting allows you to get a list of contacts or companies that have certain permissions enabled. 

In order to use the function, all you need to do is log in to the admin console and go to the level you wish to get the report at. Keep reading for more details. 

Exporting Contacts as CSV

To export your contacts, just login to the admin console then head to Portal > Contacts then click on Export CSV at the upper-right corner of the page. Once clicked, you will be presented with this option(s):

To add filters to the contacts CSV you will be downloading, just add filters by clicking on the "Select Permissions" button, then "Export".

ConnectWise Reporting

This will only appear on ConnectWise instances. This allows you to export your instance' contacts and the tickets table and timeentry table for the past 7 days, the current and previous month.

Important notes

The way the report works is that it will only export contacts that match your chosen filters and that have permission set at the same level as the report. This means that the contacts list will only have contacts that are currently using contact level permissions,. 

This means that you might at some point have two contacts that have the exact same permissions but only one has them set at a contact level, while the other has it set at a Global level. This means the final report will only contain one contact (the one with the Contact level permissions) 

If you have any questions or feedback, please feel free to contact support from your support portal or by emailing us. 

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