Downloading your entire Contact Library into an Excel workbook or vCard file is a pretty straightforward process and with just two clicks you'll already be moving onto your next task.

Step 1:

In the upper right-hand corner of your Contacts page, you'll see the gold action box. Click on that.

Step 2:

From the two download options, choose either Download Contacts as a vCard or Download Contacts as Spreadsheet.

🎉 Ta-da! You're all done!

So what's included in my download, anyway?

  • Multiple tabs, one for each category, including a tab for all contacts

  • All points of contacts for a single company

  • Any data points you've entered, such as phone, email, website, and address

  • All notes—general private notes, private contact notes, and front-facing notes you share with your clients

Take this and do what you will! The world is your oyster. 🦪

Don't see the option to download?

Reach out to the account owner and ask about download permissions.

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