Export contacts

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

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

How to export all contacts from your directory

1. Go to Marketing > Contacts

2. Apply any attribute columns that you would like to export

Add columns for any attributes you would like to export

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.

1. Click Export on the top right under more options in three dots.

You've just exported every contact in your directory. 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.

Exports tab overview

In the Contacts > Data Management > Exports tab, you can see the status of your exports as follows:

• 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.

Export file details

By default, the export will be a CSV file containing columns for:

• Display name

• First name

• Last name

• Phone

• Email

• Created date

• Updated date

How to import contacts after export

Contacts can be re-imported into the platform after customizing the exported CSV file. To import, go to Grow Customers > All contacts > Directory > Add Contacts > Import from CSV.

FAQs

How do I add more attributes to my export?

In the Directory tab, click the 'Open columns configuration' icon on the right hand side of your screen. Check the box next to the attributes you want to export, then export your contacts.

What happens to a contact export when the directory is filtered through a query?

If the contact list is filtered by the audience query, the export will only contain contacts from the filtered results.