Exporting Contacts
Export your contacts as a CSV file to use for:
Reporting and analysis
Mail merges
External tools or Systems
When to Use This
Use this when you need to:
Export all contacts
Export a filtered group of contacts
Export a saved contact list
Start Here
👉 Navigate to Contacts and use the Action Menu → Export
Export Options
Swivel Allows you to export contacts in three ways: export all contacts, export filtered contacts, and export a saved contact list.
🔍 Tip: You can also export all Swivel Reports as a CSV file. Visit the Reports collection to learn more
Export All Contacts
Go to Contacts
Click the three-dot Action Menu
Select Export
📌 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.
Export Filtered Contacts
Use this when you only need a specific group.
Go to Contacts
Click Advanced Filters (below the search bar)
Apply your desired filters
Click Filter
Click the three-dot Action Menu
Select Export
👉 This exports only the filtered results.
Export a Contact List
🔍 Tip: For more information on creating Contact Lists, please visit our Creating Contact Lists article.
Go to Contacts, Clients, or Leads (depending on where you initially created your list)
Click View Lists
Select the desired list
Click the three-dot Action Menu
Select Export.
Understanding the Mailing Label Field
The Mailing Label field in a contact export:
Displays the household name(s) when applicable
Defaults to the individual contact name if no household exits (i.e. no Spouse associated)
This is helpful when creating mailing lists or uploading the CSV file for a mail merge/create mailing labels to mail to the Household rather than each individual contact.
📌 Note: Swivel does not include a built-in mail merge feature.