Before you begin
Sign in to your workspace in another tab. Use a test contact or low-risk example whenever the guide asks you to check a customer-facing step.
Where to find it
Follow this path in your workspace
Contacts → Smart Lists → Export Contacts
Step by step
- 01
Define the business reason, data owner and minimum fields required.
- 02
Filter the records before exporting so unnecessary data is excluded.
- 03
Export from the relevant list and verify the row count and headers.
- 04
Store the file only in the approved secure location.
- 05
Delete temporary copies and record who received access.
TalkTuit tips
Small details that make this work better
- Exports become unmanaged copies, so keep them rare.
- Do not send customer files through personal email.
- Confirm retention and deletion requirements with your organization.
Was this guide useful?Help us keep the knowledge base sharp.