Exporting Contacts

Contact exports contain personally identifiable information (e.g., Email and Name), basic analytics (e.g., Sessions and Pageviews), Privy Tags, and custom properties with names under 64 characters. All of this information is clearly labeled in the export’s header row. 

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Export Contacts to CSV

To export contacts in your account to a CSV: 

• Navigate to Contacts > All Contacts via the main navigation. 

• If you want to export a specific segment of customers, select the desired filters from the left sidebar and click the Filter button. If none are selected, the export contains all contacts. 

• Select the “with contacts” dropdown menu.

• Select Download CSV from the dropdown menu’s options. 

• Confirm your decision by selecting the Email CSV button in the prompt. 

When the export is ready, an email containing a download link will be sent to the email address associated with the Privy account which you are currently logged in. To review which email address you are logged in with, click on your Business Name in the upper right corner of your dashboard and select My Information from the dropdown menu.

• Click the Download File button in the email. 

The file will download and will be available for review or use elsewhere. 

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Export Contacts to Linked Account

To export contacts to a linked account: 

• Navigate to Contacts > All Contacts via the main navigation. 

• If you want to export a specific segment of customers, select the desired filters from the sidebar and click the Filter button. If none are selected, the export contains all contacts. 

• Select the “with contacts” dropdown menu.

• Select Linked Account from the dropdown menu’s options.

• In the prompt, select the desired linked account and the desired location in that account (e.g., list) before confirming your selection by clicking the Export Contacts button. 

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Export Sign Ups from a specific display

To export contacts associated with a specific display to CSV: 

• Navigate to Convert > All Displays via the main navigation. Select the desired display.

• Navigate to the display’s Reporting page and scroll down to find your Signups.

• Select the Export dropdown menu and then choose between Download CSV or Linked Account.

• Confirm your decision to complete the export.

If you chose to Download CSV, an email containing a download link will be sent to the email address associated with the Privy account which you are currently logged in. To review which email address you are logged in with, click on your Business Name in the upper right corner of your dashboard and select My Information from the dropdown menu. 

• Click the Download File button in the email. 

The file will download and will be available for review or use elsewhere. 

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Troubleshooting

File preparation can take multiple minutes, especially if your export contains many contacts. That said, if you are still encountering issues receiving or accessing your exported CSVs via email, navigate to the Exports section of your account’s Business Settings and initiate the download from there.