How can I filter and download contacts? – RocketReach

My Contacts: Filter and Download with Tags

You can create dynamic lists with Tags or any criteria to organize and efficiently manage your contacts. This guide will walk you through filtering in the "My Contacts" area to locate specific contacts and export contacts as needed.

💡IMPORTANT: To export ALL contacts, do NOT use the checkboxes. (The default selection is "all" when the checkboxes are not used.) Use the filters if desired, then go to Actions > Export.

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Welcome to the new page for your saved contact data. I hope you explore all the new features. Let's try together a common use case, exporting a list of specific contacts. To start, click show filters on the right. This time, I want to export all the contacts with a particular tag. So we'll go to the list and tags column and click in the filter box. Type our tag name. When you see it, click to select and the view will update to show the contacts who have that tag applied. We have the desired contact, so we're ready to export. In the upper left, this row shows available actions, like send an email to all these contacts or sync via integration. I want a spreadsheet of data, so we'll click export to CSV. That has started the file generation, and if I check my computer's downloads folder, I'll find the CSV file.

Step 1: Select Criteria in Filters

To begin, navigate to "My Contacts" from the left hand navigation.

Click on "Show Filters" on the right-hand side of the page:

Type your criteria into the fields and allow the contact list to adjust:

You can also click on "Clear Filters" if you are ready to change the criteria and view different contacts:

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Optional: Select Specific Contacts

By default, all the contacts in the current view are selected. If you want to download all contacts, proceed to Step 2 (do NOT make selections with the checkboxes).

If you don't want all the contacts, you can refine the filters (Step 1) or choose specific contacts by clicking the checkbox on the left side of the profile row. You may also select an entire page view using the checkbox at the top left of the contacts area.

⚠️ You may select up to 500 contacts with the checkboxes. If you want to download more than 500 contacts, do it in batches or use Tags and filters. Learn More

Step 2: Export to CSV

Once you’ve filtered or selected the desired contacts, you can export them as a spreadsheet file (CSV file extension).

Click the 'Actions' button in the upper left of the "My Contacts" page, and select the option 'Export to CSV':

Then you can choose Standard to receive all columns or Advanced to pick specific columns:

⚠️ IMPORTANT: If your account has Export Credits, exporting to CSV will consume one (1) Export Credit for each person profile with valid contact info. Learn More

3: Check Your Email

When you request a contact export, RocketReach prepares a new data file, which may also include refreshing data on the included contacts.

When the export file is ready, an email will be sent to your account's registered email address. (Please allow a few minutes for the email to be sent, large downloads may take longer.)

Open the email and click the button to download the file. The finished CSV file will save to the default location on your device (depending on your settings).

Additional Resources

How can I automate finding contacts with RocketReach?

Lookup Credits vs. Export Credits

How to Create and Manage Tags