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Can I export my list to a Microsoft Excel file?

How to export your list to a .csv formatted document

Updated over a week ago

Agility allows you to export your saved contact lists into a CSV (Comma-Separated Values) file format.


Exporting your lists gives you the ability to gather, review, and manipulate your data outside of Agility — for example, in Microsoft Excel.

You can export any of your lists once they are saved within the platform.


🔹 Step-by-Step Guide to Exporting a List

Step 1: Locate Your Saved Lists

Navigate to the Discover tab at the top of Agility.
Your saved lists can be found here.

You can export contacts from either a Saved Search or a Saved Targeted List.


Step 2: Open the List

Click on the list you’d like to export.
All contacts associated with that list will be displayed.

Each contact has a checkbox next to their name — you must check these boxes to enable export.

Tip: Clicking the top checkbox will select all contacts on the list at once.


Step 3: Select Export from the Actions Menu

Once contacts are selected, click the orange Actions dropdown.
Choose Export, then click Next to continue.


Step 4: Choose the Fields to Include

You will now see a list of data fields available for export.
Select the information you want to include by checking the boxes beside each field name.

You can also:

  • Name your export file, and

  • Tick “Include Lists” to add a field showing all targeted lists that each contact appears in.


Step 5: Download the File

When you’re happy with your selections, click Export.
Your CSV file will download to your computer’s default download location — usually within seconds.

You now have access to your list as a Microsoft Excel–compatible file.

Important Note: There is a limit to the number of contacts you can export at one time. This is initially established when you sign up with Agility. Therefore you can only download a list if the number of selected contacts is within the number of exports allowed by your account.


🔹 Important Notes

  • There is a limit to the number of contacts you can export at one time.
    This limit is determined by your Agility subscription settings.
    You can only download a list if the number of selected contacts is within your export allowance.

  • In some cases, Agility restricts export access entirely.
    If you are unable to export your lists, please contact Support via the chat service or email agilitysupport@agilitypr.com


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