All Collections
Customer Relationships
How to Export Customers' Contact as Excel/CSV
How to Export Customers' Contact as Excel/CSV

Export customer and contact data (includes Buyers & Agencies)

Brenda Beckham avatar
Written by Brenda Beckham
Updated over a week ago

You can export customer and contact data in CSV or Excel format. The format of the export is identical to the format required for importing. This means you can export your company or contact data, make changes in your spreadsheet, and import those changes back into your Uphance account.

To export:

  1. Navigate to Customer Relationships >> Customers

  2. Click the Actions button at the top-right corner and download as Excel or CSV to export the file. To import, follow the same steps, but this time select Upload Customer/Contact data

Next steps

Did this answer your question?