How to export your CRM contacts to a CSV file | Everything about Papo Global.

To export your contacts from the Papo CRM (https://papo.global/) to a CSV file, go to the contact list, apply the filters you want and use the export option. The system generates a spreadsheet with the data of the selected contacts — including name, email, phone, tags and custom attributes —, ideal for backups, migrations or analyses in other tools.

This feature avoids manually extracting information and ensures you have an up-to-date copy of your base whenever you need it. Whether to create reports in Google Sheets, check for duplicates or integrate with other systems, the CSV format offers universal compatibility.

Summary of the export process

Step	What to do	Result
1. Go to the contact list	Navigate to the Contacts module in the Papo CRM.	View of the complete base.
2. Apply filters (optional)	Use date, type, tag and custom attribute filters to select a specific group.	Segmented list for export.
3. Start the export	Click the export contacts option.	The system prepares the CSV file.
4. Download the file	Wait for it to be generated and download the file.	CSV saved on your computer.

How to export CRM contacts step by step

1. Go to the contact base

In the Papo dashboard, go to the Contacts section. There you will find all stored profiles, with search and filter options.

2. Segment contacts with filters (if needed)

If you want to export only part of the base, use the available filters. You can combine criteria such as:

Creation or update date: to capture recent or older contacts.
Contact type: separate customers from leads.
Tags / labels: choose a specific group, such as "hot lead" or "event-sp".
Custom attributes: isolate by city, segment or any field your operation has configured.

If no filter is applied, the export will include all contacts in your base.

3. Start the export

On the listing screen, find the export contacts option. When you click it, the system starts generating the CSV file with the data of the selected records.

4. Download the file

As soon as processing finishes, the file will be available for download. You can open it in programs such as Excel, Google Sheets or any spreadsheet editor.

The exported CSV contains the main contact information, such as name, email, phone, tags and the custom attributes you defined in the CRM. Phone numbers are exported exactly as they are registered — so it is recommended to keep your base standardized.

Who this feature is useful for

Sales operations that need periodic backups of their customer and lead base.
Marketing teams that want to analyze contacts in external tools or cross-reference data with other spreadsheets.
White label resellers that manage multiple accounts and need to extract segmented lists for their clients.
Companies in the process of migrating that want to move their contacts from Papo to another system.

Frequently asked questions

Can I export only part of the contacts?

Yes. Simply apply the filters you want before clicking export. The export will respect exactly the group displayed on the screen.

What data comes in the CSV file?

The file includes the standard fields (name, email, phone) and also tags and custom attributes that are filled in for the selected contacts.

Can the CSV be opened in Excel or Google Sheets?

Yes. The format is compatible with any spreadsheet editor. You can open, edit and generate charts normally.

Does the export include conversation history?

No. Exporting through the Contacts module focuses on profile data. Message history remains on the platform.

Are phone numbers formatted?

Phone numbers are exported exactly as they are stored in the CRM. It is recommended to standardize your base (with country code and area code) to keep it consistent.

Is there a limit to how many contacts I can export?

Papo processes exports even for large bases. For very large lists, the system may take a few moments to generate the file.

Create your Papo account and keep your lists always accessible with CSV export.