Contacts - export as CSV

Admin users with the relevant Access Level permissions to Modify contacts and Generate and view reports, can download a CSV containing all the prefill entries within a contact stencil.


Provided you have the correct access level permissions, follow these steps to download a Contact stencil as a CSV:

  1. Click the Contacts menu at the top of the screen
  2. Your hub may have several contact stencils set up. If so, you will see a filter menu below the search field. Click the relevant contact stencil in the filter
  3. Click the action menu (3 dots) next to the Create new contact button and select Export as CSV.
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