Classic Batchbook FAQs and Knowledge Base Lists & ReportsHow do I get my contacts out of Batchbook?

How do I get my contacts out of Batchbook?

You can export some or all of your records at any time in either a vCard or CSV file fomat from the Lists & Reports tab:

Click Contact List.

Enter a list name and description.

Click Save.

Select Add All Records to include all records, or Add by Search Criteria to filter which contacts you want to export.

Review the next section, List Data, by clicking the pencil (Edit) icon. Check the box next to each item you want to export along with your records, such as title or SuperTag data.

Now, click either Export vCards or Export CSV, and choose a location on your computer where you would like to download the CSV file. If your export is large we'll notify you by email when the export is complete along with a link to download your file. vCards will be emailed to the address associated with your account.

NOTE: We're not able to export company records in the vCard format at this time. However, if an individual contact has an associated company, then that data will be included in the vCard export for that individual.