Professional CRM

How to Export Contacts to CSV

Download your contacts for backup or external use

Sometimes you need your contacts in a simple spreadsheet format. NexaLink lets you export all or filtered contacts to a CSV file for backup, analysis, email campaigns, or importing into other tools.

Difficulty:Beginner
2 minutes
Tools:
NexaLink CRM

Before You Start

  • NexaLink CRM account with contacts

Step-by-Step Guide

1

Navigate to Export

In NexaLink CRM, go to Contacts and tap the Export button in the top menu.

Tip: You can export all contacts or filter first to export a specific group
2

Select Contacts to Export

Choose All Contacts or apply filters by tag, group, event, or date range to export a subset.

Tip: Filter by event tag to create event-specific contact lists
3

Choose Export Fields

Select which fields to include in the CSV: name, email, phone, company, tags, notes, etc.

Tip: Include tags and notes if you plan to re-import into another tool
4

Download the CSV

Tap Export and download the CSV file to your device.

Tip: The file opens in Excel, Google Sheets, or any spreadsheet application
5

Verify the Data

Open the CSV and spot-check a few rows to make sure all fields exported correctly.

Tip: Check for special characters in names that might need UTF-8 encoding

Why This Matters

AI Follow-up Suggestions

Get smart reminders on who to contact and when.

Relationship Scoring

See which connections need attention at a glance.

Context Recall

Never forget where you met someone or what you discussed.

Network Analytics

Weekly insights on your network health.

Pro Tips

Expert advice to get the most out of this workflow

Export monthly as a backup of your contact data
Use filtered exports for targeted email campaigns
Include the notes field if you need conversation context
Save exports with descriptive names like 'contacts-CES2025-hot-leads.csv'

Related Features

AI-Powered Reminders

Smart follow-up suggestions

Relationship Scoring

Track connection strength

Meeting Notes

Remember every conversation

Event Tagging

Track where you met contacts

Weekly Digests

Network health reports

Contact Enrichment

Auto-fill contact details

Frequently Asked Questions

How does relationship scoring work?

Our AI analyzes interaction frequency and engagement to score each relationship.

Will it remind me to follow up?

Yes! Smart suggestions based on relationship score and time since last contact.

Does it sync with other NexaLink apps?

Yes! Scanner and Digital Card contacts sync automatically.

Ready to Try It?

Follow this guide and export contacts to csv in just 2 minutes.

Download on App StoreGet it on Google Play