Exporting your Contact list to a CSV file allows you to determine total organization contacts, build external email marketing lists, or archive records offline.
Step 1: Access the Contacts List
Select Contacts from the left-side navigation menu to open your primary contact database.
(Optional) Click Add Filter at the top of the table to narrow down records by specific criteria (e.g., date added, associated account, or market segment). Leave filters blank if you need all records across your organization.
Step 2: Export to CSV
Locate the Export button in the top-right corner of the Contacts page.
Select CSV Export from the dropdown menu.
The system will process and download a
.csvspreadsheet file to your computer.
Step 3: Open and Clean the File
Open the downloaded file in Microsoft Excel, Google Sheets, or Apple Numbers.
Review the exported columns (such as Name, Email, Phone Number, and Account).
Removing Duplicate Emails
If you plan to use the file for an email list, clean up duplicate entries:
In Excel: Highlight the Email column, go to the Data tab, and click Remove Duplicates.
In Google Sheets: Select the dataset, go to Data → Data cleanup → Remove duplicates.
Step 4: Count Total Contacts
To determine the total number of contacts in your system or filtered list:
Row Count Method: Scroll to the bottom of the spreadsheet and check the final row number. Subtract
1to account for the top header row (e.g., Row 205 indicates 204 contacts).Formula Method: Use the
COUNTAformula in Excel or Sheets to calculate populated entries in the Name or Email column:=COUNTA(A2:A1000)
Tip: If you frequently export specific client segments (such as "Corporate Clients" or "Wedding Leads"), save your custom filters directly in Event Temple before exporting for quick access in the future.