You can export your Canopy contacts to a CSV file for use elsewhere. To get started, navigate to the Contact list in Canopy.
What's in this Article
- Export Contacts From Canopy
Applicable Roles/Permissions/Licenses
- Roles: Admin
- Permissions: Export Contacts
- Licenses: Client Management
1. Click on the Options menu.
2. Choose Export Active Contacts from the dropdown menu.
Your contacts will be downloaded to a .CSV file named CanopyContactsExport.csv.
