Options to Export Contacts

Exporting Contacts

Export your contacts as a CSV file to use for:

• Reporting and analysis
• Mail merges
• External tools or Systems

When to Use This

Use this when you need to:

• Export all contacts
• Export a filtered group of contacts
• Export a saved contact list

Start Here

👉 Navigate to Contacts and use the Action Menu → Export

Export Options

Swivel Allows you to export contacts in three ways: export all contacts, export filtered contacts, and export a contact list.

Tip

🔍 Tip: You can also export all Swivel Reports as a CSV file. Visit the Reports collection to learn more

Export All Contacts

1. Go to Contacts
2. Click the three-dot Action Menu
3. Select Export

Note

📌 Note: For security purposes, if any PII information is included on the export, this will be logged in the PII report.

Export Filtered Contacts

Use this when you only need a specific group.

1. Go to Contacts
2. Click Advanced Filters (below the search bar)
3. Apply your desired filters
4. Click Filter
5. Click the three-dot Action Menu
6. Select Export

👉 This exports only the filtered results.

Export a List

Tip

🔍 Tip: For more information on creating Contact Lists, please visit our Creating Contact Lists article.

1. Go to Contacts or Contact Lists
2. Click View Lists
3. Select the desired list
4. Click the three-dot Action Menu
5. Select Export.

Understanding the Mailing Label Field

The Mailing Label field in a contact export:

• Displays the household name(s) when applicable
• Defaults to the individual contact name if no household exits (i.e. no Spouse associated)

This is helpful when creating mailing lists or uploading the CSV file for a mail merge/create mailing labels to mail to the Household rather than each individual contact.

Note

📌 Note: Swivel does not include a built-in mail merge feature.