Skip to main content

How to Download or Export Accounts and Contacts

Written by Tara Warnock
  1. Go to the History page by selecting History from the side navigation bar.

  2. On this page, you can switch between the Saved Accounts and Saved Contacts tabs.

  3. Each tab includes two key options in the header:

    • Download: Click to download a CSV file of your saved Accounts or Contacts.

    • Export: Use this to export selected records directly to your CRM.

Use filters like Saved Search / Accounts Dataset or Buyer Persona / Contacts Dataset to narrow down to the relevant Accounts or Contacts.

Additional filters—such as Saved By, Saved On, Last Exported By, Last Exported On, and Last Exported To—are available to help track user-specific activity.

Did this answer your question?