Exporting your contact list in BenchmarkONE allows you to pull a clean CSV file of your contacts whenever you need it.
To improve app performance and allow you to continue working uninterrupted, contact exports are processed as Background Jobs. This means you can initiate an export and freely navigate throughout the app while your file compiles in the background.
How to Export Your Contact List
Filter or Select Your Contacts:
Navigate to Contacts > Contact List.
Use filters to narrow down a specific list, or check the box at the top left to select all contacts on the page/list.
Trigger the Export:
Select all Contacts (left column checkbox) you would like to export.
Click the Actions dropdown menu.
Select Export Contacts (or Show More > Export Contacts).
Process will start in the background.
Download Your CSV File: Because exports process in the background, you do not need to stay on the page. Once the system finishes preparing your file, you can download your CSV document from two places:
The Actions Icon: Located in the main navigation bar. Click the icon to view your recent actions and download the completed file.
The Actions Progress Box: Located in the bottom-right corner of your screen. Click the download link inside the progress box once completed.
This type of Export will include:
First and Last Name
Position Title
Website
Account Company ID
Contact ID
Phone Number & Type
Email Address & Type
Physical Address & Type
Company
Custom Fields
Contact Status
Assigned Sales Rep
Opt-In Status
Lead Source
Temperature
Created Date
Tags
This Export will NOT include:
Contact Time Zone
Notes
Campaigns
Deals
Purchases
Tasks
Events
For a FULL database back-up, see this article.