App Tutorial

Export Salesforce Contacts to Excel/CSV: A Step-by-Step Guide

Jason Gong
App automation expert
Apps used
April 15, 2024

Exporting contacts from Salesforce can be done by creating a custom report and exporting it as Excel or CSV, or by using automation tools for regular updates. Automating the export process ensures your contacts list is always current, enhancing data management.

Streamline your workflow and minimize manual tasks by automating Salesforce contact exports with Bardeen.

How to Export Contacts from Salesforce

Exporting contacts from Salesforce is a common requirement for users seeking to manage their contacts more effectively outside of Salesforce or to utilize them within other software tools for tasks such as email outreach or analysis. The process can be achieved through various methods, including native Salesforce functionalities and external automation tools. In this guide, we will explore the steps to export contacts to popular formats such as Excel and CSV, and introduce an automated approach for regular data extraction.

Export Contacts from Salesforce to Excel

The native method for exporting contacts from Salesforce involves creating a custom report. This method allows users to export data directly into Excel or CSV formats. Here’s how you can do it:

  1. Navigate to the Reports tab in Salesforce.
  2. Select 'New Report' and choose 'Contacts & Accounts' or another relevant report type.
  3. Customize the report by filtering the data, adjusting the reporting period, and selecting the desired contacts or accounts.
  4. Run the report and then click on the export icon, choosing 'Export'.
  5. Select 'Formatted Report' for an Excel file with headers and groupings, or 'Details Only' for a more basic Excel or CSV file.
  6. Click 'Export' to download the file to your device.

Salesforce Export Contacts to CSV

If you prefer a CSV format, especially for importing into other tools or for data processing, follow the same steps as for exporting to Excel. When you reach the export options, simply choose 'Details Only' and select CSV as the format before exporting. This method ensures that you receive a file that can be easily manipulated or imported into other software.

Download Contacts from Salesforce

Downloading contacts directly from Salesforce is essentially the same process as exporting. Whether you choose Excel or CSV format, the downloaded file will contain your Salesforce contacts, which can then be used outside of the Salesforce environment. This functionality is particularly useful for backing up your contacts or integrating them with other platforms.

Automate your Salesforce export process and integrate with tools like Airtable, Coda, and Notion effortlessly. Check out Bardeen's playbook for copying all Salesforce Contacts to Notion and more.

Automated Approach to Export Bulk Contacts from Salesforce

For users requiring regular updates to their contacts list without manual intervention, automating the export process is an efficient solution. Tools like offer a way to automate the extraction of contacts from Salesforce at scheduled intervals. Here’s a simplified process using

  1. Create an account on and set up a new importer with Salesforce as the source and your desired destination (e.g., Excel, Google Sheets).
  2. Connect your Salesforce account and select the Contact data entity for export. Customize the import if needed, such as filtering contacts by modification date or location.
  3. Enable automatic data refresh and schedule the frequency of data updates.
  4. Save and run the importer. Your contacts will now be automatically updated in the destination file according to your schedule.

This method not only saves time but also ensures that your contacts list is always current, enhancing your data management and outreach strategies.

For more insights into automating Salesforce and integrating it with your favorite apps, read our Salesforce Integration Workflow Automation Guide and discover useful Salesforce shortcuts and automations.

Automate Your Salesforce Contacts with Bardeen

Exporting contacts from Salesforce can be manually done by creating reports and exporting them in various formats such as Excel or CSV. However, for teams looking to streamline their workflow and ensure that their customer data is always up to date across all platforms, automating this process is the way to go. Automation can significantly reduce manual tasks, minimize errors, and ensure data consistency. With Bardeen, users can automate the exportation of Salesforce contacts to various platforms such as Airtable, Coda, and Notion, making data management more efficient.

Here are some examples of how you can utilize Bardeen's playbooks for automating Salesforce contacts management:

  1. Copy all Salesforce contacts to Coda: This playbook automates the process of copying Salesforce contacts directly into a Coda table, enabling seamless integration between Salesforce and Coda for enhanced data management and accessibility.
  2. Copy all Salesforce Contacts to Notion: Transfer all your Salesforce contacts to a Notion database with just one click. This playbook ensures that your contact data is accessible and manageable within Notion’s all-in-one workspace, enhancing team collaboration and productivity.
  3. Copy all Salesforce Contacts to Airtable: With this playbook, you can replicate your entire Salesforce contact list in Airtable with a single click. This facilitates better data manipulation, reporting, and integration within Airtable's versatile platform.

Embrace the power of automation to keep your contact data synchronized and up-to-date across your software ecosystem. Get started by downloading the Bardeen app.

Other answers for Salesforce

What is Sales Automation: Optimize Your Process in 2024

Explore how sales automation can optimize your sales process, enhance efficiency, and scale your business operations in 2024.

Read more
Build a Sales Prospect List: Step-by-Step 2024

Learn to build a sales prospect list with effective data gathering, analysis, and engagement strategies to boost your sales in 2024.

Read more
Customer Segmentation: Key Strategies & Benefits 2024

Explore effective customer segmentation strategies and their benefits to enhance business efficiency and customer engagement in 2024.

Read more
Import Leads into Salesforce Lightning: A Step-by-Step Guide

Learn to import leads into Salesforce Lightning using the Data Import Wizard for CSV and Excel files, ensuring your CRM is up-to-date efficiently.

Read more
Add Contacts to Salesforce Campaign: A Step-by-Step Guide

Learn how to add contacts to a Salesforce campaign using direct addition, reports, or mass addition tools for efficient outreach and campaign management.

Read more
Convert Text to Number in Salesforce Formulas: A Guide

Learn how to convert text to numbers and vice versa in Salesforce formulas using VALUE and TEXT functions, ensuring data integrity and compatibility.

Read more
how does bardeen work?

Your proactive teammate — doing the busywork to save you time

Integrate your apps and websites

Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.

Perform tasks & actions

Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.

Combine it all to create workflows

Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.

get bardeen

Don't just connect your apps, automate them.

200,000+ users and counting use Bardeen to eliminate repetitive tasks

Effortless setup
AI powered workflows
Free to use
Reading time
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
By clicking “Accept”, you agree to the storing of cookies. View our Privacy Policy for more information.