You can export your entire LionDesk contact database into a CSV file. A CSV (Comma Separated Values) file is a simple and efficient way to transfer data between programs and can be easily opened in Excel, Google Sheets, or other similar applications.
Export Contact Database
1) Go to your Profile page.
2) On the left side of the profile page, click on Export LionDesk contacts.
Note: LionDesk will only export contacts that you own.
3) LionDesk will send you an email with the file once the export is complete. Click on Download Exported Contacts and select your file.
Note: All contact exports will be saved in Download Exported Contacts.
Done! You have exported your contacts.
Export Contact Notes
1) Click on the following link to export your notes - Export notes
2) Click on Connect and accept the permissions.
3) Click on Export Events
Done. You have exported your notes!
If at any point you get stuck, we're here to help via:
Phone 760-501-8582, Email firstname.lastname@example.org, and LiveChat Mon-Fri 7am - 5pm PT.