Export Contacts to CSV

Learn how to export your QuoteCloud contacts to a CSV file for backup, sharing, or use in other systems.

FAQs

What does Export Contacts to CSV do in QuoteCloud?

Export Contacts to CSV creates a downloadable CSV file containing all of your QuoteCloud contact data so you can back up contacts, share them with teammates, or import them into other systems. This is useful when moving contact lists between sales quoting software, CRM tools, or accounting systems.

How do I export my contacts to a CSV file?

Follow these quick steps to export contacts: 1) Open Contacts by clicking the Contacts button in the left sidebar. 2) Click the dropdown arrow beside Add Contact to open contact management options. 3) Select Export to CSV from the dropdown menu. 4) Click Confirm in the export dialog to download all contact data as a CSV file.

Which contact fields are included in the exported CSV?

The export includes standard contact fields such as name, company, email, phone, and address. It also typically includes custom fields and tags you have added to contacts so the file contains the data you need for other quote software, proposal software, or CRM tools. See the Help Center for a full field list for your account.

What can I do with the exported CSV file?

Use the CSV for secure backups, bulk-sharing with colleagues, or importing into other applications. Common uses include moving contacts into QuickBooks, CRMs, or other sales proposal software and quote software, cleaning and deduplicating contact lists in a spreadsheet, or archiving contact records outside QuoteCloud.

Can I import the CSV back into QuoteCloud if I need to restore or update contacts?

Yes — QuoteCloud supports importing contacts from CSV files. Before importing, review the Help Center article on import field mapping and formatting to ensure your CSV columns match QuoteCloud's required fields. Proper mapping prevents duplicates and ensures custom fields are preserved.

What should I do if the export doesn't start or the CSV download fails?

If an export fails, try these troubleshooting steps: refresh the page and try again, disable any browser popup blockers, clear your browser cache or try a different browser, and confirm you have the necessary account permissions. If problems persist, submit a support request through the Help Center so the team can investigate.

Is my exported contact data secure and how should I handle the CSV file?

Exported CSV files contain personal and business contact information, so treat them as sensitive data. Store exports in a secure location, encrypt files when required, and delete local copies when they are no longer needed. For details about QuoteCloud's data handling and security, consult the Help Center or your account administrator.