Infinity3 Help Centre

Download selected contact details as a CSV for review or use in another system.

Before you start

You’ll need administrator access to export and download contacts. Decide which records and fields you need.

Prepare the export

1. Open Contacts → Smart Lists.
2. Apply filters to find the intended contacts.
3. Select the records. Use Select All Contacts if you intend to include all matching results.
4. Open Manage Fields and choose the columns to include.
5. Select More → Export, or the Export option in the page’s three-dot menu.
6. Review the selection and confirm.

The export runs in the background.

Download and check

Open Contacts → Bulk Actions, find the completed export and use its download control.

Open the CSV and check the number of records, column headings and a sample of values. Export files remain available for download for 30 days.

Things to know

• Only selected visible columns are included, so check field settings if information is missing.
• A contact CSV is not a complete account backup. It does not include past email or SMS history.
• Only the latest note is included, up to 255 characters.
• Check phone numbers and other identifiers when opening the file in a spreadsheet.

Store the file in an appropriate business location. If the export fails, contact Infinity3 with its name, time and error.