How Can I Export My Contacts from UPilot to an Excel File?

UPilot offers a seamless export feature that allows you to effortlessly export your contacts to an Excel file.

To export your contacts:

  1. Open the Contacts Page.
  2. Click on the +Filters in the top right corner to open the filters.
  3. Customize the filters in the filter panel to export specific contacts based on your preferences.This image showcases the "Export" icon, which allows you to conveniently export your contacts.
  4. Click on the “export” icon located at the bottom of the filter panel.
  5. From the popup that appears, select the required fields (such as Name, company name, job title, etc.)This image presents the exportable fields available using UPilot CRM.
  6. Click on Export CSV.
  • You will receive an email containing a link to download a CSV file to your registered email address within a few minutes.


Looking to report on specific items from your contacts? Contact us for setting up the needed reports in your insights section.

Pro Tip:

You can also choose to export only People or Companies from your UPilot contacts. To do this, simply select either “People” or “Companies” from the filter panel before initiating the export. 


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