Export Contacts as CSV

TL;DR

HighLevel now allows users to export contacts as a CSV file, with options for filtering and custom data columns. This is a standard functionality update, not requiring immediate action for most users.

Who this affects

This update affects anyone needing to extract contact data from HighLevel. It is relevant for agency owners managing client data or SaaS entrepreneurs performing data analysis outside the platform. HighLevel has not confirmed who specifically is affected.

What changed

• HighLevel can export contact records as a CSV file.
• Users can filter contacts using advanced filters to isolate specific contacts for export.
• Users can customize visible data columns using the Manage Fields tool for export.
• Export can be executed directly from the contacts page.
• Export can be executed from the bulk actions menu.
• HighLevel provides a way to track the progress of the export and download the CSV file.

HighLevel has not confirmed any limits or plan gating associated with this feature. HighLevel has not confirmed the rollout status.

Where to find it

This feature is accessible from the contacts page or through the bulk actions menu within HighLevel. Navigate to the contacts section of your sub-account. You will find the export option there, either as a direct button or within the actions that appear when selecting multiple contacts.

How agencies will use this

An agency might need to provide a client with a list of contacts who signed up for a specific lead magnet last quarter, including only their name, email, and phone number, for a targeted outreach campaign using an external system. To do this, the agency owner navigates to the 'Contacts' page in HighLevel, applies advanced filters to select contacts based on the lead magnet's specific tag or pipeline stage, and then uses the 'Manage Fields' tool to ensure only the name, email, and phone number columns are visible. They then initiate the export via the bulk actions menu or a direct export button. Once the CSV is ready, the agency owner downloads it and sends it to the client, fulfilling the data request efficiently.

Our take

This is a standard functionality update. The ability to export contacts with filtering and custom columns is a basic CRM feature, not a groundbreaking innovation. HighLevel has not confirmed its significance reason. While useful for data management and reporting, it is not an update that requires agencies to re-evaluate their current strategies or implement new processes this week. It simply streamlines an existing need.