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Export a List to Excel or CSV

You can export organizations and their contact information from any list, or any search, to an Excel (.xlsx) or CSV (.csv) file. The export is processed in the background and delivered by email and an in-app notification with a download link.

How to Export

  1. Navigate to Lists and open the list you want to export.
  2. Select the organizations you want to export. If you select nothing, the export covers the whole list as currently filtered.
  3. Open the Actions menu above the results (Export may also have its own button next to it).
  4. Select Export.

To export people rather than organizations, switch the list to Contacts first; the dialog is then called Export contacts.

Configure Your Export

The export dialog has the following options:

Contact confirmation

Choose which contacts to include based on whether they have been confirmed:

  • Any — include all contacts.
  • Confirmed only — only contacts that have been verified.
  • Unconfirmed only — only contacts that have not been verified yet.

This option is not shown when you export from the Contacts view.

Contact selection

Choose which contacts are picked at each organization:

  • Search contact roles — use the Contact Role filters of the current search or list. Shown when the filters contain any.
  • Target contact roles — use the target contact roles defined for your account.

With Target contact roles selected, Only export organizations with a matching target contact role (on by default) skips organizations where nobody matches.

Contact info to export

Choose which types of contact information to include: Phone, Email and LinkedIn. The defaults come from your account settings.

When Phone or Email is selected, you can also use the organization's switchboard phone or general email as a fallback when a contact has none.

Export mode

  • Simple (essential fields only) — organization name, organization number, website, domain, and the contact's name, title, email, phone and LinkedIn.
  • Full (all available fields) — everything in Simple, plus employee range, revenue range, country, city, address, postal code, the company description and whether the contact matched.

File format

  • Excel (.xlsx) — best for opening in Microsoft Excel or Google Sheets.
  • CSV (.csv) — best for importing into other tools or CRM systems.

How many organizations

The export covers the organizations you selected, up to 10,000 per export. The dialog tells you when that cap applies.

Receiving Your Export

Click Export organizations (or Export contacts). The file is generated in the background and you receive it in two ways:

  1. In-app notification — with a download link.
  2. Email — to your account email address, with a Download export link that opens Funnelfeedr (you sign in to download). Files of 5 MB or less are attached as well.

The download link is valid for 7 days.

Tips

  • Use Simple for a quick overview, and Full when you need all available data.
  • CSV files are useful when importing into tools that don't read Excel.
  • You can export from both lists and searches.
  • Exporting email addresses and phone numbers your account has not revealed yet uses credits. Contacts you have already revealed and LinkedIn profiles are free. If your balance is too low, the dialog shows the cost.

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