Guides/Help Center/Contacts and deals

Export your contacts

PlanAll plans
Time5 minutes
Who does itYou
Short answer

Go to Contacts, select the contacts you want, then click More and Export. The file builds in the background, and you download it from Bulk Actions. Your contacts are yours, and you can export them anytime. Only account admins can export.

  1. 1

    Open Contacts

    Go to Contacts. Filter the list if you only want some contacts.

  2. 2

    Select contacts

    Tick the contacts you want. To get everyone, tick the box at the top of the list and choose "Select All Contacts."

  3. 3

    Choose which columns to include

    Optionally click "Manage Fields" to choose which columns are included. Only visible columns export.

  4. 4

    Start the export

    Click "More," then "Export," then "Export" again to confirm.

  5. 5

    Download the file

    When it's done, go to Contacts, then "Bulk Actions." Find the Export row marked Complete and click the download icon.

Good to know

  • The file downloads to your computer. It isn't emailed.
  • The download link works for 30 days.
  • Only the most recent note per contact is included, and message history isn't.
  • Leaving RiverX? Export first. See /how-to/riverx/account-and-billing.
Need a hand?

Our team handles setup and changes for every plan. Call (661) 491-7391, 8 AM to 5 PM Pacific. We usually respond the same day.

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