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09. Request contact export in Zenvia Customer Cloud
5 min
Created by Maria Malheiro on 5/16/2024 11:01 AM
Updated by Leonora Alves on 8/21/2024 2:36 PM

In Zenvia Customer Cloud, you can request an export of contacts to facilitate data analysis and tracking.

To get started, go to Contacts > Contact Base > My Contact Exports.

Export to CSV File

⚠️ Attention: This feature is available only for users with Operator or Admin profiles and for all plans.

  1. Select the option Export to > CSV File.

  2. A CSV file will be generated with all the data from your contact base, including:

    1. Standard data from the base, such as Name, Surname, City, State, Country, Date of Birth, Address, ZIP Code, Phone (landline or mobile).

    2. Custom extra fields based on your business needs.

  3. Wait for the file to process and click on Download. The file will be downloaded directly to your browser.

Your CSV exports will be available for download in the Google Sheets tab of the export history for 30 days after the request.

Export to Google Sheets

⚠️ Attention: This integration is available only for users with Operator or Admin profiles and for the Specialist, Expert, Professional, and Enterprise plans.

To export your contacts directly to Google Sheets, you need to have the integration set up in Zenvia Customer Cloud under Settings > Integrations. Then, follow these steps:

  1. Click on Export to > Google Sheets;

  2. Wait for the file to process and click on Go to Google Sheets when finished.

💡 Tip: Learn how to integrate Google Sheets with Zenvia Customer Cloud.

Your Google Sheets exports will be available for download in the Google Sheets tab of the export history for 30 days after the request.

Benefits of exporting via Google Sheets

Exporting to Google Sheets ensures that your contact data in the Zenvia Customer Cloud Contact Base is always up-to-date, especially if your company already uses Google Sheets integrated with other CRM tools.

The integration automates the update of information, making it easier to use in customer service, message dispatches, and automated workflows, without the need for manual updates.

Export to Mailchimp

⚠️ Attention: This integration is available only for users with Operator or Admin profiles and for Specialist, Expert, Professional, and Enterprise plans.

To export your contacts and create email campaigns in Mailchimp, you must have the integration set up in Zenvia Customer Cloud under Settings > Integrations. Then, follow these steps:

  1. Click on Export to > Mailchimp;

  2. A box will appear where you should enter the name of your campaign, the type (regular or plain-text), and select the target audience;

  3. If you already have an audience created in Mailchimp and want to add these contacts to it, you can select it directly in this box. Otherwise, you can create a new one by clicking on the Mailchimp link.

  4. By clicking on Continue campaign in Mailchimp, you will be redirected directly to the portal of this email manager, where you can configure the campaign as desired with the contacts from Zenvia Customer Cloud already included. 

💡 Tip: Learn how to integrate Mailchimp with Zenvia Customer Cloud.

Your exports will be available for download in the Mailchimp tab of the export history for 30 days after the request date.

Benefits of exporting to Mailchimp

Exporting contacts to Mailchimp through Zenvia Customer Cloud offers efficient automation of email campaigns, ensuring that your most recent contacts are always included without the need for manual import.

The integration simplifies the creation of targeted campaigns, allowing the selection or creation of specific audiences to reach the right people with personalized messages.