Exporting All Leads and Contacts

Lead and contact information is vital to your business. You may find yourself wanting to preserve that information. SharpSpring not only provides the tools necessary to manage and track leads in the system, but also allows users to export this data. This article will detail how to export all of your leads and contacts that are currently in SharpSpring. Article Contents Exporting Information and Accessing Exports	Available with:
	Marketing Automation	✓
	CRM Ultimate	✓
	CRM PRO	✓
	CRM Free	✓

	Toolbar:


	Users:
	Administrators	✓
	Company Managers	✓
	Marketing Managers	✓
	Sales Managers	✓
	Salespersons
	Jr. Salespersons

To export all leads or contacts in SharpSpring, do the following: Click Contacts in SharpSpring's left toolbar. Apply any relevant Advanced Search parameters. Click Options > Export Leads. Click any or all of the available system and custom field checkboxes. Click Export. Click Options > Export Manager. Click the created report. Your file will be downloaded from the Export Manager. Exporting leads and contacts will not remove or otherwise break their information within SharpSpring. When exporting all leads and contacts, SharpSpring leaves the data as-is when exporting to a .CSV file. In addition, exported information should not end up as broken data in the resulting file.		Click to enlarge.

		Note: Field selection includes all system fields and those custom fields that are available in the Contact Manager.

		Important: Every time you export leads and contacts, the exported file will include SharpSpring IDs and email addresses. If you unselect every field and export the file, the only information that will appear in the export will be those SharpSpring IDs and email addresses.

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