Export Contacts in ExpertConnect

Managers in a dealership's ExpertConnect account can export contacts. This is helpful when needing to make updates to contact fields and re-import into ExpertConnect for a mass update.

To export contacts

1. Login to the web dashboard.
2. Click on the Contacts page.
3. Click Export List.

To mass update contact fields

1. Make any desired changes to your contacts in the exported spreadsheet.
2. Save the file in a csv format. All other file types are not able to be uploaded.
3. Upload the file from the bulk import section on the Contacts page.

Considerations

• If you make updates to the fields for first name, last name, email, account #, or organization; your new updates will override the existing fields.
• If you make changes to a contact's segments, the newly added segments will add to existing segments. Re-importing an existing contact will never delete existing segments.
• A contact's phone number is their unique identifier in ExpertConnect. This means that if you change the phone number, you will be creating a new contact not editing the existing contact.