Export companies and contacts

Exports let you move selected companies or contacts into spreadsheets, campaign tools, reporting workflows, or other systems your team uses.

Before you export

Check that:

• The records belong to the right list or search result.
• Required fields are available.
• Your team is allowed to use the data for the intended purpose.
• You have reviewed applicable privacy, consent, and outreach rules for your market.

Export records

1. Open the list or search result you want to export.
2. Select the records you need.
3. Choose Export.
4. Select the available fields or export format.
5. Download the file and store it according to your company policies.

Good practices

• Export only the data you need.
• Keep exports current. Old files can become outdated quickly.
• Use lists as the source of truth before exporting larger batches.