Export contacts from TransactionDesk

If you would like to download your TransactionDesk contacts so you can import them into another program, click the icon on the left side of the Dashboard:

When your contacts list appears, use the on the right side of the screen to select the desired contacts.

If you would like to select all of your contacts, click the in the top right corner (next to the   icon).

Note: if you do not see the right away, scroll to the bottom of your contacts list. You should then see the icon at the top of the list:

Go to the top right and click the basket icon   (there will be a number above it that corresponds to the number of contacts you have selected):

When the list of selected contacts displays, click the   icon in the upper right:

That will download your contacts list as a .csv file which you can then use to import into another program.

Click here for instructions on downloading your signings and transactions from TransactionDesk.