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Export to File
Export to File
Emma Nilsson avatar
Written by Emma Nilsson
Updated over a week ago

Export to file allows you to export data to CSV or Excel (xlsx) format. The file will be sent to your email address with a transfer link that is valid for 24 hours.

Step 1: Select the contacts


Click here, or go to Audience β†’ Overview β†’ Export.

You start by selecting the contacts you want to export using the audience filter. Read this article to learn more about the audience filter.

Step 2: Select export options


Select File as the target for your export, give your export a name, and choose your preferred file type.

List type

The List type allows you to choose what data points you want to export. We have three pre-defined export templates, each described below, and a custom option where you get to choose your preferred data points to export.

The export feature comes with three pre-defined export templates, each described below, and a custom option where you define what columns to include and what export behavior you want.

Email addresses

This template is useful when the export is meant for email send-outs. It includes the names, addresses, birth dates, and email addresses of all contacts included in the export.

Contacts with multiple known email addresses will have multiple lines in the export - one for each email address. If you prefer to have all email addresses for one contact in the same row, choose the Custom option.

Phone numbers

This template is useful when the export is meant for SMS send-outs or call lists. It includes the name, address, birth date, and phone numbers of all contacts included in the export.

Contacts with multiple known phone numbers will have multiple lines in the export - one for each email address. If you prefer to have all phone numbers for one contact in the same row, choose the Custom option.

Addresses

This template is useful when the export is meant for postal send-outs. It includes the name, address, and birth date of all contacts included in the export.

Custom export

With the custom export, you can customize the export to fit your needs. You have three options to customize your export:

  • Fields - Specify what data to include in the export. The selected areas will be included as separate columns in the file.

  • Unwind - A contact can have multiple phone numbers or email addresses. By default, each contact's email or phone number will be represented in a single row in the export file, where the values of a field that can have multiple values are combined into one column. If such a field is included in the export, you can choose to unwind one of those fields. If a field is selected for unwind, then a contact will be represented by multiple lines in the export - one for each value in the area that was chosen to unwind. The unwinded field will differ on each line, but all other columns will be the same.

  • Ignore empty - In some cases, you might want to exclude contacts if a specific value is missing on the contact. If you ignore empty birth dates, contacts with unknown birth dates will be excluded from the export.

Step 3: Make the export


Once ready, click on Export, and the file will be sent to your email address as a link. The transfer link is available for 24 hours before it expires.

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