Exporting contacts

To export contacts, you need to:

create a new report:

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set the general information fields:

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select the desired report type:

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You should add a column for each contact/company field that you want to see in the final file.

configure the filter for selecting data:

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Setting the filter conditions lets you select contacts based on a specific combination of factors. If you don't set any filter conditions, the report will display all contacts in Planfix.

run the report

You can export the final report to Excel:

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which gets you an Excel file with the contact and company data you need

Exporting contacts as part of a general data export

• You can also export contacts as part of a general export of all data and files, in the Account management section.
• The data will be downloaded as a ZIP file, broken out by sections, in JSON.
• Only account owners can download a general export, and they can only do it once every 30 days, due to the heavy load on the system.

Go To

• Exporting data
• Feature Description