Overview
Download all contacts (or a filtered subset) to CSV/XLSX for CRM sync, marketing campaigns, or archival.
Steps
Navigate to Clients > Customers > Contacts.
(Optional) Use the Filters icon to narrow by customer, department, or role.
Click Export at the top right.
Choose CSV or XLSX and save.
Tips
Hide unused columns first via Filters to keep the export concise.
Schedule a monthly export to maintain an off‑system backup.