Exporting Contacts and Company Data

How to Export Contacts Data

1. From the top menu on any Jetpack CRM admin page, go to Contacts > Export.
   • Alternatively, go to Jetpack CRM > Contacts to view your main contact page. Check the box next to each contact you want to export. Then, from the “Bulk actions” dropdown list at the top of the contacts, select the “Export contact(s)” option.
2. All contact fields will be selected (checked) by default. Click on any field you do not want to include in the export to deselect (uncheck) it.
3. Scroll down to the bottom of the page and click the “Export” button, which will download a CSV file.

How to Export Company Data

1. Go to Jetpack CRM > Companies, or go to Contacts > Companies > View All from the top menu on any Jetpack CRM admin page.
2. Check the box next to each company you want to export (click the checkbox at the top of the page to select all companies).rom the “Bulk actions” dropdown list at the top of the companies, select the “Export” option.
3. All company fields will be selected (checked) by default. Click on any field you do not want to include in the export to deselect (uncheck) it.
4. Scroll down to the bottom of the page and click the “Export” button, which will download a CSV file.