Contacts, Leads and Producers

Export a list of contacts

You can export your contact information to a spreadsheet (XLSX file). This feature can be useful for tasks such as:

  • Storing a backup of your contacts.

  • Quickly getting a list of contacts of a certain type.

Contact export is performed in the background and usually takes a few minutes. When the file is ready, you receive a notification in the Guru admin and an email containing the download link. It is not possible to export the same spreadsheet again within a 30-minute interval.

Attention: Export is limited to 10,000 contacts. If you have a larger number of records, apply a filter with a shorter period to export the list.

Contact export is done to an Excel spreadsheet (XLS format) and includes data about the:

  • Contact (customer);

  • Contact information (email, phone, address, neighborhood, city);


On this page:

  • How to Export contacts


Before you start, you need to…

Export contacts

Exporting contacts to a spreadsheet is available in the contacts section of the Guru admin.

Before exporting contacts, you can apply a filter to export only the desired contacts.

Steps:

1 - In the side menu, go to Contacts.

side-menu-contacts.png

2 - In Contacts, click on XLS.

export-xls.png

3 - After a few minutes, you receive a notification in the Guru admin with the Download link. Click on the notification icon1 in red to view the list of notifications.

1 It may be necessary to reload the page in your browser (press CTRL+F5) for the notification icon to change color.
notifications-icon.png

4 – Locate the corresponding notification and click on Download.

contacts-export-notification.png

The Download link is also sent by email.

It is not possible to export the same spreadsheet again within a 30-minute interval.


More Resources