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Overview

You may wish to export your list of contacts from MSP Process so that you can use tools like Microsoft Excel to better understand which of your end-users have provided their cell/mobile numbers, or who has opted-in or opted-out of Contact Update forms. This article will walk you though how to export your contacts; it’s quick and easy!

Prerequisites

  • You will need to be an Admin-Level user to export contacts.
  • You will need to have the option to Store Contacts in MSP Process toggled on in your PSA Integration setup.
  • If you need to adjust those settings, please review the PSA Integration setup article for your PSA.

How to Export

  • To export your contacts from MSP Process, follow the steps below:
  • Log in to MSP Process (https://app.mspprocess.com) as an Admin-level user.
  • Navigate to the Contacts from the left-hand menu
  • In the right-hand corner, you will select the Export as CSV option to download your contacts.

Alternate Download Formats

You can export your contact list in three different formats: CSV, JSON, or XLSX. Select the dropdown arrow to choose your desired file format Click Export as to download your contact list Once the export is complete, your contacts list will be available in your computer’s Downloads folder. If you experience any issues, please reach out to support by following the steps in How to Contact Support article.