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Prerequisites
Before you begin, make sure:
- You have access to the Contacts section in GROW
- You know which contacts you want to export
- Your role includes permission to download data
Step 1: Go to your Contacts
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Log into your GROW dashboard.
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Click Contacts in the left-hand menu.
You’ll land on your full contact list.
Step 2: Apply any filters or Smart Lists (optional)
- If you want to export a specific group (e.g. leads from a certain campaign or timeframe), click + Add Filter or apply the appropriate Smart List.
- Choose your filters, like Tag, Date Added, or Pipeline Stage if not using a Smart List.
- Your list will update based on the filters or Smart List you choose.
Tip: Want all contacts? Skip this step and move to Step 3.
Step 3: Select contacts to export
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In the top-left corner of the list, click the checkbox next to Name to select all visible contacts, deselect individual contacts as needed.
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If you want to export all filtered contacts (not just the current page), a prompt will appear — click Select all [X] records.
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Click on the Columns drop down and select all custom fields related to the contact that you’d like to download into the CSV file.
Tip: GROW only loads 20 contacts per page by default. Unless you have selected to show more per page be sure to click “Select all records” if you want more than just what’s showing.
Step 4: Export your contacts
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Click the “Export Contacts” button in the Bulk Actions toolbar.
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Select Export Contacts.
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A CSV file will begin downloading to your device.
Tip: The exported file will include common fields like name, email, phone, tags. If you’d like to add more fields to the csv document, you must select those fields from the Columns dropdown.
Expected outcome
You’ll have a downloadable CSV file with the contact details you selected. This file can be opened in Excel, Google Sheets, or uploaded into other platforms.
Troubleshooting / FAQs
Q: Why didn’t all my contacts export?
A: Make sure you clicked “Select all records” if you were working with a filtered list or had more than one page of contacts.
Q: What data is included in the export?
A: The CSV includes fields like name, email, phone number, tags, creation date, and other custom fields you have selected through the Columns dropdown.
Still need help?
Reach out to our support team via [email protected]
