The Export Contacts option allows you to download contact data from NextCRM.
This is useful when you want to back up contacts, move data to another system, review contacts offline, or clean your contact database.
You can access export options from:
WordPress Dashboard → NextCRM → Contact Settings → Export
When to Export Contacts
You may want to export contacts when you need to:
- Create a backup
- Move contacts to another platform
- Review contact data in a spreadsheet
- Clean duplicate or outdated data
- Share contact data with your team
- Prepare reports
Before Exporting Contacts
Before exporting, review your contact database and make sure the information is clean and updated.
Check important fields such as:
- Email address
- Contact status
- Contact type
- Lists
- Tags
This helps you export better and more useful data.