How do I export my contacts?

You may export RocketReach contact information and add the contact data directly to your Customer Relations Manager (CRM), Recruiting Software, Email Service Provider, or create a .CSV for use outside of the platform.

Exported records allow you to leverage your RocketReach contact information outside the platform to put you in contact with your prospects as quickly as possible. 

In this article, we will touch upon the many different ways you can export your RocketReach data for your own specific use case. 

 

1.  Export your Contact List to a CSV file:

Rocketreach allows you to construct your own Contact Lists directly within the platform to help organize your prospecting process.

To export a Contact List to a .CSV file, follow the steps outline below. 

  1. Sign in to your RocketReach account 
  2. Select "My Contacts" at the top of your screen
  3. Choose the Contact List you want to export 
  4. Click the 'Download List' button at the top right of the screen

Contacts will be exported and downloaded to your computer as a .CSV file. 

 

2.  Generate a .CSV file from a Saved Search

RocketReach provides you a custom List Generation tool that allows you to create your own custom contact lists from scratch.   

To learn how to generate a list, click HERE

Once you have successfully generated and the system processes the lookups and verifies the contact data, you will be able to download your list to a .CSV file by clicking 'Download Results'

 

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Important Note for Enterprise Account Users:  When generating a list, all of the lookups performed will automatically be exported to a .CSV file and charged as 'Exports'.  

 

3.  Generate a .CSV file from a Bulk Lookup

Do you have a list of LinkedIn Profile URLs, email addresses, or names and company data and you want to find up-to-date contact information?  The RocketReach Bulk Lookups feature makes enriching your data easy.

To perform bulk lookups simply visit https://rocketreach.co/lists/upload-csv and upload your data with a .CSV file.

Learn more about how to perform a Bulk Lookup HERE.

Once the bulk lookup is complete, you will be able to 'Download Results' (data) to a .CSV file to upload to any CRM, or SaaS of your choice.  

 

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Important Note for Enterprise Account Users:  When using the Bulk Lookup tool, all of the lookups performed will automatically be exported to a .CSV file and charged as 'Exports'.  

 

4.  Export your Contacts directly to your SalesForce Account

RocketReach supports direct integration with your SalesForce CRM that will allow you to push your RocketReach contact information to your SalesForce account. 

Learn more about how to integrate your RocketReach Account with SalesForce HERE

Once you have successfully integrated your SalesForce account  with your RocketReach account, all lookups will automatically be added to and/or updated in your SalesForce account

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Important Note for Enterprise Account Users:  moving contact data to SalesForce will not be an automatic process for Enterprise account users.   To export contacts to SalesForce with an Enterprise Plan, you will need to manually select 'Export to Salesforce' from your Contact Page or Search.

Once you have selected 'Export to Salesforce' you will be charged on 'Export'

 

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5.  Export your Contacts to other SaaS platforms using Zapier

RocketReach supports 3rd party app integrations through the third-party app, Zapier.

RocketReach can push new contacts to other apps as well as allowing other apps to search and lookup new contacts directly in RocketReach. 

Learn more about how to integrate your RocketReach account with a 3rd-party app using Zapier HERE

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Important Note for Enterprise Account Users:  When moving contact information into 3rd party apps using Zapier, all of the lookups performed on your account will automatically be exported into the designated app and your account will be charged an 'Export' for each lookup made.  

If you would like more control over the contacts that are exported from your account, we recommend creating custom Contact Lists to export to a .CSV that you can then upload into the 3rd party app manually. 

 

If you have any questions please feel free to email us at support@rocketreach.co 

 

Have more questions? Talk to us