All Collections
Contacts
How to Export All Contacts and Filtered Contacts
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 week 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:

Export contacts, export customers, exporting contacts, exporting customers, export recurring contacts, filtered contacts, filter customer status

Did this answer your question?