Data Exporting

How to export your contacts
1. To export data click on the Export button, located in the contacts section (see screenshot below) 2. Next choose between Windows 1252 (this ...
Tue, 1 Dec, 2020 at 3:27 AM
Can I export out a Tag group?
Yes, instead of exporting out the entire contacts database you can instead just export out a tag(s) group, please find some instructions below: How to ...
Tue, 1 Dec, 2020 at 3:33 AM
Do I choose windows 1252 or UFT-8 option to import or export out data with excel spreadsheets?
If you are using Microsoft Excel you would get the best results from the Windows 1252 option - as this is the character set that Microsoft themselves use.  ...
Mon, 7 Dec, 2020 at 4:04 AM
Can I export out more than one tag group of contacts at a time?
Yes, you can export out more than tag group at a time, please find some instructions on this below: How to export out more than one tag group? 1. Go...
Tue, 1 Dec, 2020 at 3:35 AM
Can I export out contacts to view date contact was created or last updated?
Ability to export out data via a date field 1. Go to contacts inside your account. 2. Click on the Export button as shown below in red: ...
Tue, 1 Dec, 2020 at 3:36 AM
I want to export out the last 90 days of contact created, how do I do it?
You can export out a copy of your contacts database into Excel and from the export file provided you will see a column heading called 'ICCreated'...
Tue, 1 Dec, 2020 at 3:36 AM
Can I exclude a tag group from the data export?
No it is not possible to exclude a tag group from an export. If you wish to exclude a tag group you could either: 1. Export out the entire database and the...
Tue, 1 Dec, 2020 at 3:37 AM
How do I export out my contacts from Microsoft Outlook into my CRM account?
How to import contacts into your CRM with Microsoft Outlook contacts Please click here to find out how to export out your contacts from Outlook version ...
Tue, 1 Dec, 2020 at 3:38 AM
Can I export History items out of my CRM account?
Yes this is possible but is not available as a standard export.   Please contact our Support Helpdesk to discuss this further if you want to include his...
Tue, 1 Dec, 2020 at 3:38 AM
I have exported data and removed some columns in the spreadsheet and added new ones will it matter when I re-import the data?
Q. I have exported contacts out of my account and I have added industry types. But I have deleted some cells with information would this matter? Will the in...
Tue, 1 Dec, 2020 at 3:38 AM