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How do I export my contacts from Wealthbox?
How do I export my contacts from Wealthbox?
Wealthbox Team avatar
Written by Wealthbox Team
Updated over a week ago

From the Contacts page, you can choose to export all contacts into a CSV file or filter your contacts using the “Tags” or “Filter by” options to export a group of contacts.

If you would like to export all contacts, you can simply click the “Export” option from the right panel.

To export a group of contacts:

  1. Filter your list by your custom “tags” and/or the filter by field options

  2. Click the box to the left of “Name” at the top of your list.

  3. This will select the current page by default, but you can choose to “select them all.”

  4. Click “Bulk Actions” and then “Export to CSV.”

You will receive an email notification when your export completes OR you can navigate to your "Export" page by clicking the three vertical dots in the upper right corner and selecting "Settings". From there you can click "Export" within the "Workspace" section to find "Recent Exports. If your export is not complete you will see "In Progress" under the "Status" and when the file is "Complete" you will have the "Download" option.

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