JobsiteOn

Export Contact Lists

Download your contacts as a CSV file for use in external tools, mailing lists, accounting software, or backup purposes.

Ava Martinez
Written by Ava MartinezUpdated over a month ago3 min readBeginner

What this guide covers

This guide explains how to export your contact list from JobsiteOn as a CSV file. You will learn how to export all contacts or a filtered subset and what fields are included in the export.

When to export contacts

Common reasons for exporting:

How to export contacts

  1. Navigate to /contacts.
  2. Optionally apply filters or tags to narrow the list to the contacts you want to export.
  3. Click Export in the action bar above the list.
  4. Choose CSV as the export format.
  5. The file downloads to your device.

Screenshot: The contacts list action bar showing the Export button with a CSV option in the dropdown.

What the export includes

The CSV file contains one row per contact with the following columns:

Column Description
First Name Contact first name
Last Name Contact last name
Company Company name
Email Primary email address
Phone Primary phone number
Address Full billing address
Tags Comma-separated list of tags
Created Date the contact was created

Tip: Apply tag or search filters before exporting to create targeted lists. For example, export only contacts tagged "Commercial" for a B2B mailing list.

Exporting a filtered list

The export respects your current filters:

  1. Apply any combination of search, tag, or status filters.
  2. Click Export.
  3. Only the contacts matching your current filters are included in the file.

This is useful for creating segmented lists without manually editing the CSV afterward.

Animation: The contacts list being filtered by the "VIP" tag, then the Export button being clicked, and a CSV file downloading.

Opening the exported file

The CSV file can be opened in:

Note: Exported data is a snapshot at the time of download. Changes made to contacts after exporting are not reflected in the file.

Best practices

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