Vixiees allows you to export contacts to CSV format for external analysis or backup. This article explains how the export works.
How to export contacts
To start an export:
- Go to the Contacts section
- Click the Export button
- A configuration dialog opens
- Select the fields you want to export
- Optionally, specify a different email address to receive the file
- Confirm the export
You will receive the CSV file by email within a few minutes.
Export configuration
Applied filters
The export uses only advanced filters:
- Table filters on the contacts view are NOT included
- The search bar does NOT affect the export
- Only advanced filters determine which contacts are exported
Field selection
You can choose which fields to include in the CSV:
- Custom fields from your account
- System fields (playbook, stage, assignee)
- The ID field is always included
Export format
The exported file:
- Format: CSV (comma-separated values)
- Encoding: UTF-8
- First row: field names
- One row per contact
Available fields
Standard fields:
| Field | Description |
|---|---|
| id | Unique contact identifier |
| playbook_name | Name of the current playbook |
| flow_step_name | Name of the current stage |
| assignee_name | Name of the assigned salesperson |
Custom fields: All custom fields defined in your account are available for export.
Export process
The export is processed in the background:
- An export job is created
- Contacts are processed in batches of 500
- The file is generated and uploaded to secure storage
- You receive an email with the download link
Export history
You can view your previous exports:
- Creation date
- Status (in progress, completed, error)
- Download button for completed exports
The history updates automatically every 10 seconds.
Limitations
- Only one export can be in progress at a time
- Table/search filters are not applied
- Single format: CSV
- Requires contact export permission
Conclusion
Contact export allows you to extract data for analysis, reporting, or backup. Use advanced filters to select exactly which contacts to export and choose the relevant fields for your needs.
Relevant scenarios
- Generating custom reports outside of Vixiees
- Periodic backup of the contact database
- Data analysis in Excel or BI tools
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