Exporting Contacts
Export Contact Lists
🔍 Tip: For more information on creating Contact Lists, please visit our Creating Contact Lists article.
From the Swivel Navigation Menu navigate > click the Contacts, Clients, or Leads tab (depending on where you initially created your list) > click View Lists
Click the desired List from the List View page.
Click the three-dot Action Menu and select Export.
How do I export all of my contacts?
From the Swivel Navigation Menu, > click the Contacts tab.
Click the Action Menu and select Export to export all contacts as a .csv file.
📌 Note: For security purposes, users currently cannot export Medicare Number or Social Security Number as part of an export. This information may only be imported.
How do I select specific contacts to export?
From the Swivel Navigation Menu, > click the Contacts tab.
Locate the Advanced Filters button below the search bar and > click Advanced Filters
Complete the Filter Contacts Pop-Up Form and hit the Filter button
Click the Action Menu and select Export to export the filtered contacts as a .csv file.
What is the Mailing Label Field on a Contact Export?
The mailing label field on a contact export includes the household name(s) your contact belongs to. If they are not in a household association, this will pre-fill with their individual contact name. This is helpful when creating mailing lists in order to mail to a Household that is on a contact export, rather than 2 separate contacts.
Does Swivel have a Mail Merge function?
Swivel allows you to export out lists (including the household name) so you can import the .csv into word to complete the mail merge. Check out these resources on how to use the mail mere feature in word to create and print letters from an excel worksheet.