Sarbacane Engage: How to export your contacts’ data?

information Information

This help center is dedicated to the new version of our software: Sarbacane Suite. If you are a user of the previous version, Sarbacane Sunrise, you can find here the help center related to this version of the software. The update of your account to switch to Sarbacane Suite will be proposed to you shortly by our teams.

The contact export function in Sarbacane Engage allows you to retrieve various data sets for more personalized management. Whether you want to get all your contacts, a specific selection, or even the contacts on your blacklist, this process can be accomplished directly from your account.

Data Export

Exporting All Contacts

To export all your contacts, follow these steps:

  • From the Sarbacane Engage home screen, access Settings via the sidebar.
  • Select the GDPR tab.
  • Go to the Data tab at the top of the page.
  • Choose the desired export format and click "Export all contacts".
  • Your file download will start automatically. Your data will be available in the chosen format. However, some manipulation will be required to make the file more readable.

Reorganizing the Exported File

The contact information is initially grouped in the first column of the file, separated by commas. To organize the file, follow these steps:

  • Select the first column and click "Convert".
  • A window will appear. Click "Next".
  • In the new window, uncheck "Tab" and check "Comma". Then, click "Next".
  • Finally, click "Finish".

Your file is now organized with the contact information in separate columns.

Exported File Content

The exported file will contain the following information about your contacts:

  • City
  • Collection date
  • Industry
  • Company name
  • Company size
  • Country
  • Email
  • Email status
  • First name
  • Last name
  • Last response category (positive, absent, etc.)
  • LinkedIn URL
  • Mobile phone number
  • Landline phone number
  • Position
  • Addition method (Sarbacane Engage Connect, manually, etc.)
  • Contact status (replied, contacted, etc.)
  • List
  • Owner
  • Status
  • All information contained in custom variables

Exporting the Blacklist

If you wish to export your blacklist of contacts, simply click the "Export blacklist" button.

Exporting a Selection of Contacts

To export a selection of contacts, follow these steps:

  • Access the "Contacts" page via the sidebar.
  • Select the contacts you wish to export by checking the corresponding small boxes.
  • Then click on the three dots at the top right, and click "Export selected contacts".
  • A window will appear. Choose the desired export format from the dropdown menu, then click "Validate".

Exporting contacts in Sarbacane Engage offers you the flexibility to manage your data in a personalized way. Whether you want to retrieve all your contacts, specific selections, or your blacklist, these simple steps will allow you to obtain the information you need for targeted and effective communications.

Do you need help using Sarbacane?Do you need help using Sarbacane?

Our team answers all your questions by phone on +1 64 686 725 37 from Monday to Friday, 9am to 12pm and 3pm to 6pm.

Contact us

Related posts