Export Contact Notes

Ask a question
1

Hi guys,

We are using AC with some real estate agents and we were wondering how we can export the list of contacts within a certain list with the contact notes and other user activity included in the csv exported file?

At the moment, none of this is included - only custom fields and tags etc.

Is there any way to add the contact notes and tasks to be exported as well?

Thanks!

3 Likes
2

Hi Andrew!

We don’t have a way to export notes or tasks at this time, but you can always use a webhook to transfer that data to Google Sheets, if it’s something you’d like to see outside of ActiveCampaign. Here is a quick guide to setting that up:

Please let us know if you have any questions!

Meghan

3

I had the same question and would love to see this as a feature in the future.

2 Likes
4

Hi @alexkiziah!

Definitely add it to our feedback page: ideas.activecampaign.com

Thanks,
Jessie

2 Likes
5

Piesync is planning on adding the Notes export. You can checkout www.Skyvia.com as they can do Notes and everything else (one way or bi-directional) now.

1 Like
6

This sounds great in theory… but there isn’t an option for notes exporting… I see name, email, phone etc, but notes isn’t on the list to add as a row on the sheet

1 Like
7

Hello,
Can anyone further explain how to send Customer Notes to Google Sheets after the notes have been made? I only see this function working if the automations are setup prior to making notes.

Also, there is no Export option for the Notes field so this is not really a solution to this problem unless I am missing something.

Thanks

1 Like
8

Hi all, has any workaround to export contacts notes been identified so far? @mguse, we have tried the webhook method via Google Sheets, but it only allow to transfer ‘field data’, and not any contact notes.

Thank you!

1 Like