When you need to hand your contact list to your accountant, load it into an SMS tool or simply keep a backup, one button downloads it as a spreadsheet file. This guide explains which columns the file carries, who is allowed to download it, and what to watch out for when opening it in Excel.
⚠️ Exporting is available only to the owner and administrator roles. In every other role the Download CSV button is not drawn at all. If your role's contact scope is narrowed, the file carries only the contacts in your scope. See Access and visibility policy.
What it is for
The CSV file is the only way to take your contact list outside the panel. It does three jobs:
Backup. A copy of your list sits on your own computer.
Transfer to another tool. Newsletter and SMS tools almost always accept CSV.
Working in a spreadsheet. Sorting, counting and filtering happen in Excel or Google Sheets.
Downloading the file
Open the Contacts screen.
Press Download CSV to the right of the title (on a phone the button sits to the right of the tabs).
The browser downloads the file. The file name contains your account's address, so files from several accounts never get mixed up.
The button is an ordinary link: no new screen opens and no "preparing" notice appears. On accounts with many contacts the download can take a few seconds.
If your business is locked (because of payment or plan), the button takes you to the lock screen rather than to a raw error.
The columns in the file
The file carries nine columns, always in the same order:
Column
Content
Name
The name on the contact card; can be empty
Username
The Instagram username (empty on WhatsApp)
Phone
The number on the card
Email
The address on the card
Channel
The channel type: INSTAGRAM or WHATSAPP
Account
The name of the connected account the person wrote to
Tags
The person's tags, comma-separated in a single cell
Last message
When the person last wrote to you
First contact
When the contact record was created
Column headings are written in the panel's language: if you use the panel in English, the headings are English.
The Channel column is not translated — it carries the system's own value, so the cell reads INSTAGRAM or WHATSAPP. If you want a readable name in your spreadsheet, replace them yourself with find-and-replace.
The Last message and First contact columns carry a full timestamp (year-month-day plus time, in universal time). The relative phrases you see on screen, such as "3 days ago", never reach the file. Use your spreadsheet's date functions to convert to local time.
If the person has never written to you, the Last message cell is empty.
What the file does not contain
The file does not carry everything on the contact card. These are not included:
Notes — internal team notes are not exported.
Custom fields — field values gathered by flows do not appear in the file.
The Language field.
Follow information — follow state, follower count, verified account.
The AI profile — summary, customer type, approach, collected data.
Conversation history — messages and automation sessions.
Source information.
If you need any of these, read them from the contact card. See The contact card.
What the file covers: filters are not applied
This is the behaviour that surprises people most often: the CSV does not apply the filter you set on screen. If a tag filter has narrowed your list to 40 people and you press Download CSV, the file contains not those 40 but every contact you are allowed to see.
The only things that limit the file are:
The account — only contacts of the account currently open.
Your role's contact scope — if your scope is "your own conversations only", only those.
Enabled channel types — contacts of a channel switched off in the portfolio never enter the file.
If you need a filtered export, the practical route is: download the whole list and filter by the Tags column in your spreadsheet.
Opening it in Excel and Google Sheets
The file is produced in UTF-8 with a marker at the start; that marker makes Excel show accented characters correctly. Double-clicking the file is enough — you do not need to walk through any "text to columns" steps.
Watch out for two formatting details:
Phone numbers may begin with an apostrophe. A value starting with +90… gets a leading apostrophe so spreadsheets do not read it as a formula. The number looks right in the cell and is never evaluated. The same protection is applied to every value starting with =, +, - or @.
Tags sit in a single cell. Several tags share one cell, separated by commas. Use your spreadsheet's split-text function if you need separate columns.
In Google Sheets, load the file with File → Import; drag and drop works too.
Personal data responsibility
The file carries your customers' names, phone numbers and e-mail addresses. The moment you download it, that data leaves the panel's protection.
Do not leave the file on the desktop of a shared computer.
Double-check the recipient before attaching it to an e-mail.
Delete the file when you are done with it.
If a customer sends a data deletion request, deleting them from the contact card does not clean up a file you downloaded earlier; you have to remove them from the file too.
Every export is written to the portfolio's audit trail: who downloaded what and when can be seen afterwards.
Common mistakes
Assuming the filtered list is downloaded. The file ignores filters and exports everything.
Expecting notes and custom fields in the file. Neither is exported.
Reading the dates as local time. Timestamps are in universal time.
Looking for "Instagram" in the Channel column. The cell holds the system value in capitals.
Reading the apostrophe in a phone cell as a bug. That mark is formula protection and is added on purpose.
Not finding the CSV button. It is drawn only for the owner and administrators; other roles do not have it.