Exporting your contacts from Spectora is super convenient and can make your work easier. Whether you want to make a backup of your data or just keep things organized, knowing how to export contacts is key. This article will show you the simple steps to export your contacts from Spectora, so you always have your important info handy.
🔴 Note: In order to export contacts, you will need to ensure you have the permission "can manage contacts" enabled on the Team page.
Exporting Agent Contacts
In this section, we'll show you how to export your agent contacts into a CSV file.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click "Contacts"
Click "Agents"
Click "Export Agents" in the top right corner
Click "Download File"
The export will download as a CSV file to your computer and will contain the following information:
Name
Email Address
Address (Street Address, City, State, & Zip Code)
Phone Number
Number of Inspections
Website
Social Media Links
Tags
Agent Team
Exporting Client Contacts
In this section, we'll show you how to export your client contacts.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click "Contacts"
Click "Clients"
Click "Export Clients" in the top right corner
Click "Download File"
The export will download as a CSV file to your computer and will contain the following information:
Name
Email Address
Phone Number
Number of Inspections
Last Inspection Date
Tags
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
