How do I export contacts?

Last updated: November 5, 2026

Export contacts when you need to work with contact data outside Whippy for reporting, reconciliation, enrichment, or operational review.

Before you start

  • Open the Contacts table.

  • Decide whether you need all contacts or only the current filtered view.

  • Adjust filters and visible columns before exporting if needed.

Steps

  1. Open Contacts from the main sidebar.

  2. Select All contacts.

  3. Use search or filters if you only need a subset of contacts.

  4. Adjust table columns if the export should match the current view.

  5. Select Export.

  6. Choose Export all for the full contact dataset, or Export view for the current filtered table view.

  7. Wait for the export to complete.

  8. Open the downloaded file.

Tips

  • Use Export view when you have already filtered to the audience you need.

  • Check visible columns before exporting for a stakeholder or another system.

  • Save frequently used filters as segments to make repeated exports easier.

Troubleshooting

  • If the export contains too many contacts, apply filters again and choose Export view.

  • If expected fields are missing, review column settings and permissions.

  • If the export button is unavailable, review the user’s role permissions.