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How To Export Contacts to a CSV File in Tekmatix for Backup, Migration, or Reporting
How To Export Contacts to a CSV File in Tekmatix for Backup, Migration, or Reporting
Exporting contacts is an essential feature when you're backing up data, migrating to another CRM, or simply sharing contact lists with your team. Tekmatix makes it simple to export your contacts into a downloadable CSV (Comma-Separated Values) file that can be opened in Excel, Google Sheets, or other spreadsheet tools.
This guide walks you through each step — plus a real-life example to help you see how it all works in practice.
Why This Is Important
Exporting contacts from Tekmatix helps you:
Backup customer data regularly
Migrate your contacts to another system
Segment leads for email/SMS campaigns
Share contacts with team members or partners
Run custom reports and perform data analysis
Sample Scenario
Marie, the marketing manager for a coaching business, wants to launch a targeted SMS campaign. She filters contacts tagged as “Webinar Attendees” and exports only their names, emails, and phone numbers. Then, she imports that CSV file into her SMS platform to send a personalized follow-up campaign.
Things to Know Before Exporting
✅ You can export all contacts or just a filtered selection.
✅ The file is downloaded instantly to your computer — no email link required.
✅ Only the columns currently visible in your Contacts table will be included.
✅ Notes longer than 255 characters will be truncated.
🚫 Only Admin Users can export contacts. If you don’t see the export button, check your role or ask an admin for access.
Step-by-Step: How to Export Contacts in Tekmatix
Step 1: Go to the Contacts Page
From your Tekmatix dashboard, go to Contacts → Smartlists.
This is where all your leads, clients, and customers are stored.
Step 2: Select the Contacts You Want to Export
Use filters at the top to narrow down your list (e.g., by tags or campaign type).
Check the boxes next to individual contacts you want to export.
ORTo export all visible contacts, click the checkbox in the header row and choose "Select All Contacts."
Step 3 (Optional): Customize the Columns
Click the “Columns” button in the upper right.
Choose which fields you want to include (e.g., Name, Email, Phone, Tags).
The export will only include visible columns, so double-check before continuing.
Step 4: Click Export
Once everything looks good, click the “Export” button.
A .CSV file will download automatically to your computer.
Quick Tips
If a field is missing from your exported file, it was likely hidden. Revisit the Columns menu and try again.
You can merge multiple exports in Excel or Google Sheets if working across different locations.
Frequently Asked Questions
Q: Can I choose specific fields to export?
Yes! Use the Columns button to customize which fields are included.
Q: Will long notes be cut off?
Yes, Tekmatix includes up to 255 characters of the latest note only.
Q: Can I export from multiple sub-accounts at once?
No, each location or account must be exported individually.
Q: Can I schedule automatic exports?
Not at the moment — exporting must be done manually.
Q: How do I import this file elsewhere?
Most CRM tools accept .CSV imports. You’ll need to map the fields during import to match their system’s requirements.
Summary
Exporting contacts in Tekmatix is a straightforward and powerful way to manage your data. Whether you're creating marketing lists, sharing with your team, or backing up your CRM, this feature gives you full control over your contact database.
Let us know if you'd like help with setting up filters or preparing a CSV file for another platform!
Latest Blog Posts
How To Export Contacts to a CSV File in Tekmatix for Backup, Migration, or Reporting
How To Export Contacts to a CSV File in Tekmatix for Backup, Migration, or Reporting
Exporting contacts is an essential feature when you're backing up data, migrating to another CRM, or simply sharing contact lists with your team. Tekmatix makes it simple to export your contacts into a downloadable CSV (Comma-Separated Values) file that can be opened in Excel, Google Sheets, or other spreadsheet tools.
This guide walks you through each step — plus a real-life example to help you see how it all works in practice.
Why This Is Important
Exporting contacts from Tekmatix helps you:
Backup customer data regularly
Migrate your contacts to another system
Segment leads for email/SMS campaigns
Share contacts with team members or partners
Run custom reports and perform data analysis
Sample Scenario
Marie, the marketing manager for a coaching business, wants to launch a targeted SMS campaign. She filters contacts tagged as “Webinar Attendees” and exports only their names, emails, and phone numbers. Then, she imports that CSV file into her SMS platform to send a personalized follow-up campaign.
Things to Know Before Exporting
✅ You can export all contacts or just a filtered selection.
✅ The file is downloaded instantly to your computer — no email link required.
✅ Only the columns currently visible in your Contacts table will be included.
✅ Notes longer than 255 characters will be truncated.
🚫 Only Admin Users can export contacts. If you don’t see the export button, check your role or ask an admin for access.
Step-by-Step: How to Export Contacts in Tekmatix
Step 1: Go to the Contacts Page
From your Tekmatix dashboard, go to Contacts → Smartlists.
This is where all your leads, clients, and customers are stored.
Step 2: Select the Contacts You Want to Export
Use filters at the top to narrow down your list (e.g., by tags or campaign type).
Check the boxes next to individual contacts you want to export.
ORTo export all visible contacts, click the checkbox in the header row and choose "Select All Contacts."
Step 3 (Optional): Customize the Columns
Click the “Columns” button in the upper right.
Choose which fields you want to include (e.g., Name, Email, Phone, Tags).
The export will only include visible columns, so double-check before continuing.
Step 4: Click Export
Once everything looks good, click the “Export” button.
A .CSV file will download automatically to your computer.
Quick Tips
If a field is missing from your exported file, it was likely hidden. Revisit the Columns menu and try again.
You can merge multiple exports in Excel or Google Sheets if working across different locations.
Frequently Asked Questions
Q: Can I choose specific fields to export?
Yes! Use the Columns button to customize which fields are included.
Q: Will long notes be cut off?
Yes, Tekmatix includes up to 255 characters of the latest note only.
Q: Can I export from multiple sub-accounts at once?
No, each location or account must be exported individually.
Q: Can I schedule automatic exports?
Not at the moment — exporting must be done manually.
Q: How do I import this file elsewhere?
Most CRM tools accept .CSV imports. You’ll need to map the fields during import to match their system’s requirements.
Summary
Exporting contacts in Tekmatix is a straightforward and powerful way to manage your data. Whether you're creating marketing lists, sharing with your team, or backing up your CRM, this feature gives you full control over your contact database.
Let us know if you'd like help with setting up filters or preparing a CSV file for another platform!
Marketing
How To Export Contacts to a CSV File in Tekmatix for Backup, Migration, or Reporting
How To Export Contacts to a CSV File in Tekmatix for Backup, Migration, or Reporting
Exporting contacts is an essential feature when you're backing up data, migrating to another CRM, or simply sharing contact lists with your team. Tekmatix makes it simple to export your contacts into a downloadable CSV (Comma-Separated Values) file that can be opened in Excel, Google Sheets, or other spreadsheet tools.
This guide walks you through each step — plus a real-life example to help you see how it all works in practice.
Why This Is Important
Exporting contacts from Tekmatix helps you:
Backup customer data regularly
Migrate your contacts to another system
Segment leads for email/SMS campaigns
Share contacts with team members or partners
Run custom reports and perform data analysis
Sample Scenario
Marie, the marketing manager for a coaching business, wants to launch a targeted SMS campaign. She filters contacts tagged as “Webinar Attendees” and exports only their names, emails, and phone numbers. Then, she imports that CSV file into her SMS platform to send a personalized follow-up campaign.
Things to Know Before Exporting
✅ You can export all contacts or just a filtered selection.
✅ The file is downloaded instantly to your computer — no email link required.
✅ Only the columns currently visible in your Contacts table will be included.
✅ Notes longer than 255 characters will be truncated.
🚫 Only Admin Users can export contacts. If you don’t see the export button, check your role or ask an admin for access.
Step-by-Step: How to Export Contacts in Tekmatix
Step 1: Go to the Contacts Page
From your Tekmatix dashboard, go to Contacts → Smartlists.
This is where all your leads, clients, and customers are stored.
Step 2: Select the Contacts You Want to Export
Use filters at the top to narrow down your list (e.g., by tags or campaign type).
Check the boxes next to individual contacts you want to export.
ORTo export all visible contacts, click the checkbox in the header row and choose "Select All Contacts."
Step 3 (Optional): Customize the Columns
Click the “Columns” button in the upper right.
Choose which fields you want to include (e.g., Name, Email, Phone, Tags).
The export will only include visible columns, so double-check before continuing.
Step 4: Click Export
Once everything looks good, click the “Export” button.
A .CSV file will download automatically to your computer.
Quick Tips
If a field is missing from your exported file, it was likely hidden. Revisit the Columns menu and try again.
You can merge multiple exports in Excel or Google Sheets if working across different locations.
Frequently Asked Questions
Q: Can I choose specific fields to export?
Yes! Use the Columns button to customize which fields are included.
Q: Will long notes be cut off?
Yes, Tekmatix includes up to 255 characters of the latest note only.
Q: Can I export from multiple sub-accounts at once?
No, each location or account must be exported individually.
Q: Can I schedule automatic exports?
Not at the moment — exporting must be done manually.
Q: How do I import this file elsewhere?
Most CRM tools accept .CSV imports. You’ll need to map the fields during import to match their system’s requirements.
Summary
Exporting contacts in Tekmatix is a straightforward and powerful way to manage your data. Whether you're creating marketing lists, sharing with your team, or backing up your CRM, this feature gives you full control over your contact database.
Let us know if you'd like help with setting up filters or preparing a CSV file for another platform!
How To Export Contacts to a CSV File in Tekmatix for Backup, Migration, or Reporting
How To Export Contacts to a CSV File in Tekmatix for Backup, Migration, or Reporting
Exporting contacts is an essential feature when you're backing up data, migrating to another CRM, or simply sharing contact lists with your team. Tekmatix makes it simple to export your contacts into a downloadable CSV (Comma-Separated Values) file that can be opened in Excel, Google Sheets, or other spreadsheet tools.
This guide walks you through each step — plus a real-life example to help you see how it all works in practice.
Why This Is Important
Exporting contacts from Tekmatix helps you:
Backup customer data regularly
Migrate your contacts to another system
Segment leads for email/SMS campaigns
Share contacts with team members or partners
Run custom reports and perform data analysis
Sample Scenario
Marie, the marketing manager for a coaching business, wants to launch a targeted SMS campaign. She filters contacts tagged as “Webinar Attendees” and exports only their names, emails, and phone numbers. Then, she imports that CSV file into her SMS platform to send a personalized follow-up campaign.
Things to Know Before Exporting
✅ You can export all contacts or just a filtered selection.
✅ The file is downloaded instantly to your computer — no email link required.
✅ Only the columns currently visible in your Contacts table will be included.
✅ Notes longer than 255 characters will be truncated.
🚫 Only Admin Users can export contacts. If you don’t see the export button, check your role or ask an admin for access.
Step-by-Step: How to Export Contacts in Tekmatix
Step 1: Go to the Contacts Page
From your Tekmatix dashboard, go to Contacts → Smartlists.
This is where all your leads, clients, and customers are stored.
Step 2: Select the Contacts You Want to Export
Use filters at the top to narrow down your list (e.g., by tags or campaign type).
Check the boxes next to individual contacts you want to export.
ORTo export all visible contacts, click the checkbox in the header row and choose "Select All Contacts."
Step 3 (Optional): Customize the Columns
Click the “Columns” button in the upper right.
Choose which fields you want to include (e.g., Name, Email, Phone, Tags).
The export will only include visible columns, so double-check before continuing.
Step 4: Click Export
Once everything looks good, click the “Export” button.
A .CSV file will download automatically to your computer.
Quick Tips
If a field is missing from your exported file, it was likely hidden. Revisit the Columns menu and try again.
You can merge multiple exports in Excel or Google Sheets if working across different locations.
Frequently Asked Questions
Q: Can I choose specific fields to export?
Yes! Use the Columns button to customize which fields are included.
Q: Will long notes be cut off?
Yes, Tekmatix includes up to 255 characters of the latest note only.
Q: Can I export from multiple sub-accounts at once?
No, each location or account must be exported individually.
Q: Can I schedule automatic exports?
Not at the moment — exporting must be done manually.
Q: How do I import this file elsewhere?
Most CRM tools accept .CSV imports. You’ll need to map the fields during import to match their system’s requirements.
Summary
Exporting contacts in Tekmatix is a straightforward and powerful way to manage your data. Whether you're creating marketing lists, sharing with your team, or backing up your CRM, this feature gives you full control over your contact database.
Let us know if you'd like help with setting up filters or preparing a CSV file for another platform!
CRM
How To Export Contacts to a CSV File in Tekmatix for Backup, Migration, or Reporting
How To Export Contacts to a CSV File in Tekmatix for Backup, Migration, or Reporting
Exporting contacts is an essential feature when you're backing up data, migrating to another CRM, or simply sharing contact lists with your team. Tekmatix makes it simple to export your contacts into a downloadable CSV (Comma-Separated Values) file that can be opened in Excel, Google Sheets, or other spreadsheet tools.
This guide walks you through each step — plus a real-life example to help you see how it all works in practice.
Why This Is Important
Exporting contacts from Tekmatix helps you:
Backup customer data regularly
Migrate your contacts to another system
Segment leads for email/SMS campaigns
Share contacts with team members or partners
Run custom reports and perform data analysis
Sample Scenario
Marie, the marketing manager for a coaching business, wants to launch a targeted SMS campaign. She filters contacts tagged as “Webinar Attendees” and exports only their names, emails, and phone numbers. Then, she imports that CSV file into her SMS platform to send a personalized follow-up campaign.
Things to Know Before Exporting
✅ You can export all contacts or just a filtered selection.
✅ The file is downloaded instantly to your computer — no email link required.
✅ Only the columns currently visible in your Contacts table will be included.
✅ Notes longer than 255 characters will be truncated.
🚫 Only Admin Users can export contacts. If you don’t see the export button, check your role or ask an admin for access.
Step-by-Step: How to Export Contacts in Tekmatix
Step 1: Go to the Contacts Page
From your Tekmatix dashboard, go to Contacts → Smartlists.
This is where all your leads, clients, and customers are stored.
Step 2: Select the Contacts You Want to Export
Use filters at the top to narrow down your list (e.g., by tags or campaign type).
Check the boxes next to individual contacts you want to export.
ORTo export all visible contacts, click the checkbox in the header row and choose "Select All Contacts."
Step 3 (Optional): Customize the Columns
Click the “Columns” button in the upper right.
Choose which fields you want to include (e.g., Name, Email, Phone, Tags).
The export will only include visible columns, so double-check before continuing.
Step 4: Click Export
Once everything looks good, click the “Export” button.
A .CSV file will download automatically to your computer.
Quick Tips
If a field is missing from your exported file, it was likely hidden. Revisit the Columns menu and try again.
You can merge multiple exports in Excel or Google Sheets if working across different locations.
Frequently Asked Questions
Q: Can I choose specific fields to export?
Yes! Use the Columns button to customize which fields are included.
Q: Will long notes be cut off?
Yes, Tekmatix includes up to 255 characters of the latest note only.
Q: Can I export from multiple sub-accounts at once?
No, each location or account must be exported individually.
Q: Can I schedule automatic exports?
Not at the moment — exporting must be done manually.
Q: How do I import this file elsewhere?
Most CRM tools accept .CSV imports. You’ll need to map the fields during import to match their system’s requirements.
Summary
Exporting contacts in Tekmatix is a straightforward and powerful way to manage your data. Whether you're creating marketing lists, sharing with your team, or backing up your CRM, this feature gives you full control over your contact database.
Let us know if you'd like help with setting up filters or preparing a CSV file for another platform!
How To Export Contacts to a CSV File in Tekmatix for Backup, Migration, or Reporting
How To Export Contacts to a CSV File in Tekmatix for Backup, Migration, or Reporting
Exporting contacts is an essential feature when you're backing up data, migrating to another CRM, or simply sharing contact lists with your team. Tekmatix makes it simple to export your contacts into a downloadable CSV (Comma-Separated Values) file that can be opened in Excel, Google Sheets, or other spreadsheet tools.
This guide walks you through each step — plus a real-life example to help you see how it all works in practice.
Why This Is Important
Exporting contacts from Tekmatix helps you:
Backup customer data regularly
Migrate your contacts to another system
Segment leads for email/SMS campaigns
Share contacts with team members or partners
Run custom reports and perform data analysis
Sample Scenario
Marie, the marketing manager for a coaching business, wants to launch a targeted SMS campaign. She filters contacts tagged as “Webinar Attendees” and exports only their names, emails, and phone numbers. Then, she imports that CSV file into her SMS platform to send a personalized follow-up campaign.
Things to Know Before Exporting
✅ You can export all contacts or just a filtered selection.
✅ The file is downloaded instantly to your computer — no email link required.
✅ Only the columns currently visible in your Contacts table will be included.
✅ Notes longer than 255 characters will be truncated.
🚫 Only Admin Users can export contacts. If you don’t see the export button, check your role or ask an admin for access.
Step-by-Step: How to Export Contacts in Tekmatix
Step 1: Go to the Contacts Page
From your Tekmatix dashboard, go to Contacts → Smartlists.
This is where all your leads, clients, and customers are stored.
Step 2: Select the Contacts You Want to Export
Use filters at the top to narrow down your list (e.g., by tags or campaign type).
Check the boxes next to individual contacts you want to export.
ORTo export all visible contacts, click the checkbox in the header row and choose "Select All Contacts."
Step 3 (Optional): Customize the Columns
Click the “Columns” button in the upper right.
Choose which fields you want to include (e.g., Name, Email, Phone, Tags).
The export will only include visible columns, so double-check before continuing.
Step 4: Click Export
Once everything looks good, click the “Export” button.
A .CSV file will download automatically to your computer.
Quick Tips
If a field is missing from your exported file, it was likely hidden. Revisit the Columns menu and try again.
You can merge multiple exports in Excel or Google Sheets if working across different locations.
Frequently Asked Questions
Q: Can I choose specific fields to export?
Yes! Use the Columns button to customize which fields are included.
Q: Will long notes be cut off?
Yes, Tekmatix includes up to 255 characters of the latest note only.
Q: Can I export from multiple sub-accounts at once?
No, each location or account must be exported individually.
Q: Can I schedule automatic exports?
Not at the moment — exporting must be done manually.
Q: How do I import this file elsewhere?
Most CRM tools accept .CSV imports. You’ll need to map the fields during import to match their system’s requirements.
Summary
Exporting contacts in Tekmatix is a straightforward and powerful way to manage your data. Whether you're creating marketing lists, sharing with your team, or backing up your CRM, this feature gives you full control over your contact database.
Let us know if you'd like help with setting up filters or preparing a CSV file for another platform!
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How To Export Contacts to a CSV File in Tekmatix for Backup, Migration, or Reporting
How To Export Contacts to a CSV File in Tekmatix for Backup, Migration, or Reporting
Exporting contacts is an essential feature when you're backing up data, migrating to another CRM, or simply sharing contact lists with your team. Tekmatix makes it simple to export your contacts into a downloadable CSV (Comma-Separated Values) file that can be opened in Excel, Google Sheets, or other spreadsheet tools.
This guide walks you through each step — plus a real-life example to help you see how it all works in practice.
Why This Is Important
Exporting contacts from Tekmatix helps you:
Backup customer data regularly
Migrate your contacts to another system
Segment leads for email/SMS campaigns
Share contacts with team members or partners
Run custom reports and perform data analysis
Sample Scenario
Marie, the marketing manager for a coaching business, wants to launch a targeted SMS campaign. She filters contacts tagged as “Webinar Attendees” and exports only their names, emails, and phone numbers. Then, she imports that CSV file into her SMS platform to send a personalized follow-up campaign.
Things to Know Before Exporting
✅ You can export all contacts or just a filtered selection.
✅ The file is downloaded instantly to your computer — no email link required.
✅ Only the columns currently visible in your Contacts table will be included.
✅ Notes longer than 255 characters will be truncated.
🚫 Only Admin Users can export contacts. If you don’t see the export button, check your role or ask an admin for access.
Step-by-Step: How to Export Contacts in Tekmatix
Step 1: Go to the Contacts Page
From your Tekmatix dashboard, go to Contacts → Smartlists.
This is where all your leads, clients, and customers are stored.
Step 2: Select the Contacts You Want to Export
Use filters at the top to narrow down your list (e.g., by tags or campaign type).
Check the boxes next to individual contacts you want to export.
ORTo export all visible contacts, click the checkbox in the header row and choose "Select All Contacts."
Step 3 (Optional): Customize the Columns
Click the “Columns” button in the upper right.
Choose which fields you want to include (e.g., Name, Email, Phone, Tags).
The export will only include visible columns, so double-check before continuing.
Step 4: Click Export
Once everything looks good, click the “Export” button.
A .CSV file will download automatically to your computer.
Quick Tips
If a field is missing from your exported file, it was likely hidden. Revisit the Columns menu and try again.
You can merge multiple exports in Excel or Google Sheets if working across different locations.
Frequently Asked Questions
Q: Can I choose specific fields to export?
Yes! Use the Columns button to customize which fields are included.
Q: Will long notes be cut off?
Yes, Tekmatix includes up to 255 characters of the latest note only.
Q: Can I export from multiple sub-accounts at once?
No, each location or account must be exported individually.
Q: Can I schedule automatic exports?
Not at the moment — exporting must be done manually.
Q: How do I import this file elsewhere?
Most CRM tools accept .CSV imports. You’ll need to map the fields during import to match their system’s requirements.
Summary
Exporting contacts in Tekmatix is a straightforward and powerful way to manage your data. Whether you're creating marketing lists, sharing with your team, or backing up your CRM, this feature gives you full control over your contact database.
Let us know if you'd like help with setting up filters or preparing a CSV file for another platform!
How To Export Contacts to a CSV File in Tekmatix for Backup, Migration, or Reporting
How To Export Contacts to a CSV File in Tekmatix for Backup, Migration, or Reporting
Exporting contacts is an essential feature when you're backing up data, migrating to another CRM, or simply sharing contact lists with your team. Tekmatix makes it simple to export your contacts into a downloadable CSV (Comma-Separated Values) file that can be opened in Excel, Google Sheets, or other spreadsheet tools.
This guide walks you through each step — plus a real-life example to help you see how it all works in practice.
Why This Is Important
Exporting contacts from Tekmatix helps you:
Backup customer data regularly
Migrate your contacts to another system
Segment leads for email/SMS campaigns
Share contacts with team members or partners
Run custom reports and perform data analysis
Sample Scenario
Marie, the marketing manager for a coaching business, wants to launch a targeted SMS campaign. She filters contacts tagged as “Webinar Attendees” and exports only their names, emails, and phone numbers. Then, she imports that CSV file into her SMS platform to send a personalized follow-up campaign.
Things to Know Before Exporting
✅ You can export all contacts or just a filtered selection.
✅ The file is downloaded instantly to your computer — no email link required.
✅ Only the columns currently visible in your Contacts table will be included.
✅ Notes longer than 255 characters will be truncated.
🚫 Only Admin Users can export contacts. If you don’t see the export button, check your role or ask an admin for access.
Step-by-Step: How to Export Contacts in Tekmatix
Step 1: Go to the Contacts Page
From your Tekmatix dashboard, go to Contacts → Smartlists.
This is where all your leads, clients, and customers are stored.
Step 2: Select the Contacts You Want to Export
Use filters at the top to narrow down your list (e.g., by tags or campaign type).
Check the boxes next to individual contacts you want to export.
ORTo export all visible contacts, click the checkbox in the header row and choose "Select All Contacts."
Step 3 (Optional): Customize the Columns
Click the “Columns” button in the upper right.
Choose which fields you want to include (e.g., Name, Email, Phone, Tags).
The export will only include visible columns, so double-check before continuing.
Step 4: Click Export
Once everything looks good, click the “Export” button.
A .CSV file will download automatically to your computer.
Quick Tips
If a field is missing from your exported file, it was likely hidden. Revisit the Columns menu and try again.
You can merge multiple exports in Excel or Google Sheets if working across different locations.
Frequently Asked Questions
Q: Can I choose specific fields to export?
Yes! Use the Columns button to customize which fields are included.
Q: Will long notes be cut off?
Yes, Tekmatix includes up to 255 characters of the latest note only.
Q: Can I export from multiple sub-accounts at once?
No, each location or account must be exported individually.
Q: Can I schedule automatic exports?
Not at the moment — exporting must be done manually.
Q: How do I import this file elsewhere?
Most CRM tools accept .CSV imports. You’ll need to map the fields during import to match their system’s requirements.
Summary
Exporting contacts in Tekmatix is a straightforward and powerful way to manage your data. Whether you're creating marketing lists, sharing with your team, or backing up your CRM, this feature gives you full control over your contact database.
Let us know if you'd like help with setting up filters or preparing a CSV file for another platform!
