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BMSBMSHelp

Export contacts

LiveFor: Admin, Standard

Download all or selected contacts.

  • All of them: press the cloud icon at the top right of Contacts and choose Export Contacts (CSV). The file follows your filters.
  • Some of them: tick the contacts, then press Export in the toolbar.
The export menu open on Contacts with Export Contacts (CSV) and Import Contacts (CSV).
The export and import menu.

The CSV has the same columns the import reads.

  • Import contacts from a CSV file (being written)Live
  • Update many contacts at once (being written)Live

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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