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How to Export All Contacts and Filtered Contacts

Export and filter customer information from your ZenMaid account

Natalia avatar
Written by Natalia
Updated over a year ago

Zenmaid has made it much easier to export your contacts. This step-by-step process shows you how to do so:

Exporting your customers' information:

  • From your ZenMaid dashboard, go to Contacts. Click on the Actions button, and you will find the Export data button.

  • Click on the Export data button and the Data export window will be opened on the Customers tab. Here you can choose the type of data you need to export.

  • If you only need a few fields you can click on Deselect all and then click only the fields you need:

  • Click on Export .csv to download the file

Filtered Contacts

  • If you need to export only contacts with a certain status, you can do so searching the status first like "Lead" or "Former"

  • When selecting to Export data under Actions, you will see the option to export only the customers that match the searched status:

  • Click on Export .csv to download the file


Keywords:

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