Export or merge selected contacts

Select contact rows on Contacts, then use Bulk Actions. Check the selected count before continuing; the header checkbox selects the contacts currently displayed.

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Export contacts

1. Search or filter the contact list first.
2. Select Export or Bulk Actions → Export Selected.
3. In the export dialog, explicitly choose filtered results or selected contacts. Do not rely on the menu label to set the scope for you.
4. Choose CSV or JSON and select the columns to include.
5. Confirm the displayed record count, export, and inspect the file.

Export requires permission. Keep the file private and share only the fields the recipient needs.

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Merge selected duplicates

Select at least two contacts, choose Merge Contacts, and follow Merge duplicate contacts. Compare their people, addresses, giving, and memberships before confirming.

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Tag contacts or update email lists

For bulk tags and email-list changes, use the working query bulk actions: Contacts mode for tags and Individuals mode for email-list membership. Confirm the changes on a sample record afterward.

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Troubleshooting

If the export includes unexpected records, reopen the dialog and check its scope and filters. If a merge is unavailable, check that at least two contacts are selected and your role permits merging. Use Clear selection before starting an unrelated operation.