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Export Contacts

This article details how to export contacts from Roundsman

Written by Noel Collings
Updated over 2 weeks ago

Although it is not possible to export all contacts from Roundsman, it is possible to export contacts who have agreed to marketing contact. In order to do this:

  1. Open the Customers submenu

  2. Double click Export GDPR Contacts

  3. Tick Live customers only if you only want active customers

  4. Tick the desired contact preferences; at least one must be selected.

  5. Select a Module; not doing so will result in an error

  6. Click Browse and set a location to save the export file to. Not setting a location will result in the export completing with no file produced.

  7. Click OK

On completion the file will be saved at the supplied location for retrieval.

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