Get your clients into your phone (iPhone, Google, Outlook)
Export your clients as a file your phone or address book can import — so a client's name shows up when they call.
Contacts for your phone exports your client list as a file you import into your own address book — Google Contacts, Outlook, or your iPhone or Mac — so a client's name and your outfit show up on your screen when they call, instead of just a number.
Where to find it
Open Data Export. Pick the format for wherever you're importing to: iPhone/Mac/Google (vCard), Google Contacts (CSV), or Outlook (CSV). The vCard is the iPhone, Mac and Google Contacts path; Outlook gets its own CSV, because desktop Outlook reads only the first contact out of a multi-contact vCard.
This is a one-time file, not a live sync. Nothing updates automatically after you import it — re-download and re-import whenever your client list changes. On Business and Elite, Google Contacts sync keeps an address book updated for you instead (see “Google Contacts sync: caller ID for your clients”).
What's in the file
- Every client with a booking in your outfit who hasn't been archived — first name, last name, email, phone, and one note naming your organization. Nothing else from a profile leaves the app.
- Known minors are left out.
- A client with no email address of their own exports with the email blank, rather than the placeholder address the app files them under.
- Re-importing may create duplicates alongside contacts you have already saved by hand — Google and Apple both offer a “merge duplicates” tool if that happens.
Phone-contact export is on the Solo, Pro, Business, and Elite plans, and requires an owner or admin.