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Exporting contact details to Excel
Exporting contact details to Excel

This article explains how to export contact details in Synergy into Excel.

Updated over 2 months ago

Edition: Professional, Business, Enterprise.

User-level: All user levels

Previous steps: How to add a contact


You can export a single contact into an Excel file. The steps below will walk you through how to do this. If you need to export multiple records to Excel, you can use a Synergy report.

The export to Excel for contact details was added for GDPR EU regulations, to allow you to export the personal details stored against any contact type to Excel to provide to that person on their request. Read more in the Synergy GDPR guide.

Export contact data to Excel by:

  1. Open the Contacts list by:

    • Clicking "XX Active Contacts" on the stats bar, or

    • Go to Organisation drop down > Contacts.

  2. Click a contact row in the list to open the record.

  3. Click the page action button > Select 'Export contact to excel' option.

  4. An Excel file is created and downloaded to your computer. This includes all the details for the open contact record.

  5. If you require additional records in Excel, then open those contacts and repeat the export step above.


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