We know that you may need to use your data in Keela elsewhere, so we've made it easy to export contact information from Keela. With our Export Contacts tool, you can move information from your Keela contact database into a file that you can use with other software.
This article will show you how to export Multiple Contacts. If you need to export an individual contact, please refer to our article export individual contact records.
Export Multiple Contacts
You can export information for multiple contacts with a few simple steps.
Select Contacts
Begin by opening the "Contacts" tool in the left sidebar.
a) Export select contacts - click the checkboxes to the left of the individual contact's names you would like to export.
b) Export all contacts on a page - click the single checkbox on the upper left of the contact list (in the header). This will automatically select all contacts on the page.
To continue selecting contacts on the next pages, navigate to the next page and continue selecting the checkbox to the upper left of the list.
c) Export all contacts in Keela - go directly to the next step. No selection is needed.
Start your Contact Export
Once you have selected your contacts, click on the gear icon to the right of the Contacts title bar and select "Export Contacts".
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This gear is always shown when you are in the Contacts part of Keela so that you can quickly and easily export contact information with a few clicks. |
Identify Exported Fields
When you click "Export Contacts" the below popup will appear. There are three sections that you will need to consider for this next step.
1. Further select the contacts that need to be exported. For example, from the contacts you've already selected you only want to export contacts that have a certain tag or priority.
2. Check this box if you only want the primary contact from a household to be exported. Any contact included in a household that is not a primary contact WILL NOT be exported.
3. By default the Contacts Full Name and Email will be exported. If you require more contact fields to be exported, include them here by typing the field names. Any fields that should not be exported can be removed by clicking "x".
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If you need to export ALL CONTACTS previously chosen in the selection step, do not make any changes to the 1st and 2nd section. |
Complete Export
Click the "Export" button at the bottom of the screen.
This will create a CSV (comma separated values) file and save it to your computer.