Bulk Actions - Import and Export Contacts

Use the Bulk Actions features in your Contacts/Smart Lists section. You can perform multiple one-off actions to selected or all contacts. Here’s how to import and export contacts using the bulk action feature:

Step 1: Choose Your Contacts 

• Navigate to your contacts.
• Check the box to select contact records.
• You can also check the box at the top to select all on that page, and you can click the hyperlink to select all contacts in NicheFit.

Step 2: Select the Columns to Include

• From the dropdown, select the column you want to include in the export

Step 3: Choose Your Action

• Choose the icon for “Export Contacts.”
• This will export a list of selected contact records from NicheFit into a .csv file that will save to your computer.

 

NOTE: if you wish to import contacts, you may use the bulk action icon here. For step-by-step guidance, please refer to our “How to Import Contacts” tutorial. 

 

NOTE: If you cannot see the import and export options, please contact your account admin regarding your permissions.

NOTE: All contact records must have a phone number or email address to import.