✨ Introduction:
Exporting your contact lists allows you to create offline backups, share data with external teams, or analyze customer data outside of Webware CRM. You can export an entire list or a filtered set of contacts, giving you flexibility when managing your data.
🔔 What to Know Before You Start:
You’ll need CRM permissions to export contacts (ie Admin or TeamAdmin).
Exports are downloaded as CSV files, which can be opened in tools like Excel or Google Sheets.
Only the fields visible in the CRM (name, email, phone, etc.) will be exported.
Contacts can be exported individually, by list, or after applying filters.
🛠️ Step-by-Step: How to Export a Contact List
Log in to your Webware Dashboard.
Navigate to the CRM section from the main menu.
Click on the Contacts tab.
(Optional) Use the filters at the top of the page to narrow down the contacts you want to export — for example, by list, status, or source.
Once you have the desired contacts displayed, click the Export button (usually located at the top right of the contact table).
Confirm the export by clicking Export to CSV.
The file will download automatically to your computer.
Open the CSV file in Excel, Google Sheets, or any compatible spreadsheet software.
✅ Pro Tip:
Regularly export your contact lists to maintain up-to-date backups outside of Webware CRM — especially before running major updates or cleaning up old data.
🎯 Next Steps:
After exporting your contacts, you can:
Use the data for reporting and analysis.
Import the contacts into email marketing tools if needed.
Review for duplicate or incomplete data before importing back into Webware.