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How to Export Contacts in ZenMaid

Learn how to export all contacts or filter by status and download customer data as a CSV file from your ZenMaid account.

Written by Natalia
Updated over a week ago

Summary

  • The article explains how to export contact data from ZenMaid in two ways: exporting all contacts at once, or exporting only contacts that match a specific status filter, such as Lead or Former. Both options use the Actions menu on the All Contacts page.


Exporting customer data

  • Go to Contacts from your ZenMaid Dashboard.

  • Click Actions and select Export data.

  • In the Data Export window, select the fields you want to include.

  • Click Deselect all if you only need specific fields, then select them manually.

  • Click Export .csv to download the file.


Exporting filtered contacts

  • In the Contacts page, search for a status such as Lead or Former.

  • Click Actions and select Export data.

  • The export will include only the contacts matching the filtered status.

  • Click Export .csv to download the file.


Keywords

  • Export contacts

  • Export customers

  • Exporting contacts

  • Exporting customers

  • Export recurring contacts

  • Filtered contacts

  • Filter customer status

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