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Export contacts

Contacts stored in Bird can be exported for use in other tools.

Only users with the 'Workspace Owner' role are able to export contacts.

How to export all contacts

  • Go to Marketing > Audience > Contacts or CRM > Contacts

  • Click on Export Icon on the Contacts List

  • Select which attribute columns you want to export

  • Alternatively, you can add any attribute columns that you would like to export in the list view.

  1. You can also add advanced filters to only filter contacts which have specific criteria. For example, any contacts whose country is United States or any contact who is in a specific list. If you export after applying these filters, only the filtered contacts will get exported

You've just exported every contact in your workspace. One the export is ready, you'll receive a notification which will take you to the Exports tab. From here, you can click Download to download a CSV file containing the contacts you exported.

How to export a specific segment or list

  1. Go to Marketing and click Lists or Segments on the left-hand menu.

  2. Find the segment or list you want to export, click the three dots on the right-hand side, then click Export.

You've just exported every contact in a list or audience. One the export is ready, you'll receive a notification which will take you to the Exports tab. From here, you can click Download to download a CSV file containing the contacts you exported.

All Exports

In the Contacts > Manage data > All Exports page, you can see the status of your exports as follows. You can hover on the row and click Download.

  • Export name

    • Contact export: <timestamp of export date>

    • Audience export: <audience name> <timestamp of export date>

    • List export: <list name> <timestamp of export date>

  • Number of contacts

  • Status:

    • In progress: Click Cancel to cancel an in progress export.

    • Completed: Click Download to save a CSV file of your exported contacts.

    • Canceled: Click Retry to start a cancelled export again.

    • Failed

  • Date of export

Exports are retained and available in Bird for 30 days.

How to import contacts after export

Contacts can be re-imported into the platform after customizing the exported CSV file. To import, go to Marketing > Contacts > Create Contact Arrow > Import from CSV. Learn more about importing contacts.

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