Export contacts

Export all contacts tagged Vendor and Procurement to a CSV named Procurement_Vendors_export_Jul2026.csv. Include fields Full Name, Organization, Email Address, Business Phone, Mobile Phone, Business Address, Notes, and Tags. Ensure the file character encoding preserves special characters in company names and save a copy to the shared procurement folder on the network.

Before I export procurement contacts, make the file reviewer-friendly: put column headers that a buyer expects (Name, Company, Email, Phone, Mobile, Address, Notes), sort by company, and include a quick row that summarizes counts and last update date. Flag any contacts with blank emails or duplicate emails so the reviewer can clean them first.

They need a clean vendor list in two hours and I noticed many contacts lack emails or have duplicates. I’m unsure whether to export now or spend time cleaning. What’s the best compromise to deliver a usable export fast and what minimal cleanup should I do first?

Every time we export procurement contacts we send incomplete or duplicated data to buyers, then reconcile after mistakes. What simple export routine or preparation habit will make every export reliable, and what two export settings should be standardized across the team?