Export contacts (Backup)
This guide shows you how to back up all contacts at once. This is especially important as a backup (backup means: a security copy of your data).
You can export all contacts from the app and save them on your computer or transfer them to another system, for example, a CRM or simply into a spreadsheet program such as Excel.
Step-by-step guide
Please proceed as follows:
- Open the Contacts Pipeline or List(The pipeline is the overview where all your contacts are displayed.)
In the top right, you will see a button with - three dots (⋮)This button contains additional functions. Click on it.Select the item
“Export” - Select the option “Export All Contacts”.The app will now create a
- CSV file (A CSV file is a simple spreadsheet file that you can save or import into other programs.)
What data is included in the export?
In the export file, you will find the following information:
- First name
- Last name
- Email address
- Phone number (if available)
- Additionally, the file contains information about what the contact has done, for example:
- performed an online property valuation (In this case, the postal code, street, and city of the valued property are also included)
- and/or downloaded a guide.
- downloaded a guide
- Processing status of the contact
- If available, UTM parameters are also exported.
(UTM parameters are optional additional information in a link. They show through which advertisement or source a contact came.)
Conclusion
With the export, you secure your contacts quickly and completely.
This way, you retain control over your collected contact data.