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Exporting & Importing Data

Exporting Contacts using Contacts and Sales Pipeline Dashboards
Exporting and Importing Data Export Reports Exporting Data using any Report Exporting Contacts using Contacts and Sales Pipeline Dashboards Importing Contacts using CSV Importing Event Attendees using CSV Excel Formulas for Transforming Data Can I Update My Data in Bulk with an Import? What is the Cost of Having LeadCenter Support Import Data? Downloading and Exporting Event Attendees Update Contacts Using CSV Custom Export Templates

Exporting & Importing Data

Exporting and Importing Data Export Reports Exporting Data using any Report Exporting Contacts using Contacts and Sales Pipeline Dashboards Importing Contacts using CSV Importing Event Attendees using CSV Excel Formulas for Transforming Data Can I Update My Data in Bulk with an Import? What is the Cost of Having LeadCenter Support Import Data? Downloading and Exporting Event Attendees Update Contacts Using CSV Custom Export Templates

Exporting Contacts using Contacts and Sales Pipeline Dashboards

Exporting contacts using the contacts or sales pipeline dashboard gives you greater control over the dimension filters for contacts. You can use contact segments to apply advancing filtering to contacts before exporting the data.

To export contacts

  1. Go to the contacts dashboard or sales pipeline dashboard.
  2. Use the Add filter button to filter the data to the dimensions you want.
  3. Click on the Actions button in the upper right corner of the page.
  4. Click Download.
  5. A CSV with up to 5000 contacts will be downloaded.

Note: The default All Fields export now includes Spouse Salutation and Spouse Client Status for Financial Advisor accounts. These columns appear after Spouse Full name and before Tax Id.

If a contact does not have a linked spouse, or the spouse does not have those values set, the spouse export fields are left blank.

We are working on expanding the download capability to allow downloading more than 5,000 records at a time. Expected release date, end of 2024.

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.