Users with export rights can export or extract contacts from Highrise. If you don’t see an
Export link, contact your Account Owner or an admin to grant you export rights.
Export all contacts
Navigate to your
Export link on the right side of the Contacts page.
Choose the file format you want your contacts in.
If you choose CSV or Excel, Highrise will prompt you to choose from two options to export your information. The Highrise ID field is included in both types.
Streamlined: The default option, which exports only columns for which your columns have data.
Complete: Exports all the columns with or without data in your account.
If you export less than 100 contacts, an automatic file download will begin. If you export more than 100 contacts, Highrise will send you an email with the file once the export is complete.
The email will come from firstname.lastname@example.org. It should take only a few minutes depending on the size of your file.
Export a segment of contacts
You can export a segment of contacts by applying filters. Filters allow you to narrow your contacts down by criteria. Read more about filtering by views, using search filters, and filtering by tags.
In this example, we'll export contacts by filtering by a tag and a custom field.