Export your Contacts

TRANSCRIPT:

It's easy to export contacts from Journey Care whenever you wish. An export will provide you with a CSV file, which is a common format used by software platforms and can be opened in Excel. You'll want to get started in the contacts list view. Be sure you are on the all tabs so that you are picking up all of your contacts without any filtering.

Click columns to view all of the possible data that you can export. Check the boxes for any columns you wish to export. In this example, we'll check the box for 2021. Session choices. A checked box means you want to include that field in the export. If you do not check the box, the field will not be included in the export.

Continue checking boxes for any fields you want to include. If you want to export all contact fields, check all of the boxes down the list. Next, check the box that appears above the list of contacts to select all ae. Note that only the first 20 contacts are selected. If you have more than 20 contacts, there will be an option to select all Click the export icon above the list S box will pop up confirming that you are exporting a set of contacts.

Click the button that says Export Contacts. After you click this button, an export file will be immediately downloaded. If you run into any trouble with your export, let us know. Our team is here to help.