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How to export contacts from Global Data

or is it possible to export filtered views from Global Data sections

Updated over 2 weeks ago

Exporting data from Global Data views is super simple. We're offering two options:

  • To export current view in .xlsx format or

  • To download previously exported reports in .xlsx format

Export feature allows you to export all data, from all sections.

But, before initiating export, please make sure you've prepared views with all needed data inside the Global Data sections.

Simply, select Columns you would like to see within each section first, and even apply Filters in case you would like to export filter-specific data.


Applied filters will stick even if you change between sections, until you remove them.


Here's step-by-step guide on how to export data:

  1. Navigate to Global Data → any of the sections
    and, prepare view by selecting Columns or applying Filters in case you haven't already

  2. Click on the "Export" button in the top right of your screen

  3. Your export will start immediately, and the file will be downloaded to your computer as soon as it's ready

  4. Open exported file (.xlsx format) from your computer and you'll be able to see
    all data per section expoted from Global Data (Contacts, Appointment Setting, Calls, Deals or any other)

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