Export contacts
Overview
You can export your contacts from Cin7 Omni into a .csv file. You can keep this export as a backup, import the information into other software, or edit the export spreadsheet and bulk update your contacts.
Administrator or Manager rights required.
Export contacts
From the left hand navigation, select
CRM.
Select Actions and then Export Contacts.
Select the Contact Types you want to export.
Choose what fields you want to export or select Check All to export all fields.
Select Export.
Select Export to download a .csv file with the exported contact information.
Click Back to return to the CRM dashboard.
Secondary and billing contacts
Secondary contacts and billing contacts will have their details in the first name and last name and other fields. Secondary contacts will list their associated contact in the Primary Company field. Billing contacts will list their associated contact in the Billing Company field.
FAQs
How do I open a .csv file?
A .csv file will open in spreadsheet software such as Microsoft Excel, Google Sheets, or Apple Numbers.
Why does opening the .csv file in Microsoft Excel remove some of the leading zeros from my phone numbers?
This occurs when you open the .csv file directly in Microsoft Excel instead of importing it. You can change your spreadsheet columns to keep leading zeros.