Export Contacts to CSV
Export your client list from Policy Stack as a CSV file for use in spreadsheets, other CRM tools, or offline reference. The export respects any filters you have active, so you can download your entire book or a targeted subset.
How to Export
- Navigate to Clients in the left navigation
- Apply any filters you want — by type, engagement, stage, tags, or search terms
- Click the Export CSV button in the toolbar above the client list
- Your browser will begin downloading the CSV file
The file is named with the current date — for example, policy-stack-contacts-2026-04-15.csv.
What's Included
The export includes all standard contact fields for each client matching your current filters:
| Field | Description | |-------|-------------| | First Name | Client's first name | | Last Name | Client's last name | | Email | Primary email address | | Phone | Primary phone number | | Stage | Current stage (Prospect, Active, Paused, Archived) | | Type | Not Connected, Connected, or Seated | | Tags | Comma-separated list of applied tags | | Engagement Score | Current engagement score (0–100) | | Last Interaction | Date of most recent recorded interaction | | Created | Date the contact was added to your practice | | Policy Count | Number of policies recorded for this client | | Notes | Most recent internal note (truncated to 500 characters) |
Filtered Exports
The export always reflects your current view. If you've filtered your client list to show only "Active" clients with the tag "Annual Review," the CSV will contain only those contacts. To export your entire book, clear all filters before exporting.
Combine filtered exports with the Book of Business views for targeted data pulls. For example, filter to the "Underserved" Smart List, then export to get a focused CSV of clients whose cadence windows have elapsed.
Large Books
For practices with thousands of contacts, the export uses streaming downloads. Your browser will begin receiving the file immediately rather than waiting for the entire file to be generated. This keeps exports fast regardless of book size.
Data Privacy
Exported CSV files contain client contact information and practice data. Handle exported files according to your practice's data handling policies. Policy Stack does not retain copies of exported files — the download is generated on demand and delivered directly to your browser.
Re-Importing Exported Data
CSV files exported from Policy Stack are formatted to be compatible with the CSV import wizard. If you need to re-import data after making changes in a spreadsheet, the column headers will be auto-mapped during the import process.