You can easily export/ backup your data from BigContacts as often as you like.
Contact-Only Export
If you are just looking to export a list of contacts and their related contact information you can use the "Advanced Search" feature. You will find the "Advanced Search" button located toward the top center of your Contacts Tab. To export a list of contacts to Excel simply click on the Advanced Search button, check off any field that you would like to include in your report, and then if you want to filter IN certain contacts you can fill in the box (or drop down menu) to the right of any of those checked fields. When you are finished click on the "Export to Excel" button.
Click Here to view the "Contact List" Video Guide
Contact and History Export
To Export your Database for the purpose of saving a copy of your database to your local hard drive or for exporting the data to be able import the data into another system use the following instructions.
- Login to your BigContacts Account
- Click on the link below for the portion of your database that you wish to backup and a new tab will open in your browser
- Click to open or save the excel document that displays on the screen and proceed to the next link
After you have opened and saved all 5 excel files you now have a complete copy of all contact information including: meetings, history, tasks, and sales opportunities.
PLEASE NOTE: You will want to choose a unique file name for each section of your database that you save. We also suggest including a date at the end of each file name in order to keep track of the latest backup files.
Contacts: https://webapp.bigcontacts.com/?module=reports&page=contact
Meetings: https://webapp.bigcontacts.com/?module=reports&page=meeting
Tasks: https://webapp.bigcontacts.com/?module=reports&page=task
History: https://webapp.bigcontacts.com/?module=reports&page=history
Opportunities: https://webapp.bigcontacts.com/?module=reports&page=opportunity
FP Users: If you are a subscriber on our legacy "Financial Professionals" Edition you will want to use the following links
Contacts: https://fp.bigcontacts.com/?module=reports&page=contact
Meetings: https://fp.bigcontacts.com/?module=reports&page=meeting
Tasks: https://fp.bigcontacts.com/?module=reports&page=task
History: https://fp.bigcontacts.com/?module=reports&page=history
Opportunities: https://fp.bigcontacts.com/?module=reports&page=opportunity
