Only Admin accounts can export people from Brivity. To export contacts, got to the "Person" or "Lead" tab, select the contacts that you'd like to export, and click the "export" button in the top right corner of the screen.
Below is an explanation of the included fields in each export option.
All fields
This option exports all possible Brivity export fields including custom fields.
- First Name
- Last Name
- Custom Fields
- Email: Personal, Work
- Phone: Home, Mobile, Work
- Type
- Status
- Intention
- Source
- Primary Agent
- Submitted Date (mm/dd/yyyy)
- Birthdate (mm/dd/yyyy)
- Marital Status
- Anniversary
- Envelope Salutation
- Letter Salutation
- Home: Street Address, City, State/Province, Postal Code
- Mailing:Street Address, City, State/Province, Postal Code
- Work: Street Address, City, State/Province, Postal Code
- Other: Street Address, City, State/Province, Postal Code
- Country
- Description
- Tags
Dialer list
This option exports the same fields as the "All fields" export option listed above
Key contact details
This option exports name, address, email and phone.
- First Name
- Last Name
- Email: Personal, Work
- Phone: Home, Mobile, Work
- Home: Street Address, City, State/Province, Postal Code
- Mailing: Street Address, City, State/Province, Postal Code
- Work: Street Address, City, State/Province, Postal Code
- Other: Street Address, City, State/Province, Postal Code
- Country
Email list
This option exports email address and name.
- First Name
- Last Name
- Envelope Salutation
- Letter Salutation
- Email: Personal, Work
Mailing list
This option allows you to specify how you want to export your contact addresses. Note that contacts without an address will not be exported.
Export only mailing address and salutations
- First Name
- Last Name
- Envelope Salutation
- Letter Salutation
- Mailing: Street Address, City, State/Province, Postal Code
- Country
Export all addresses and salutations
- First Name
- Last Name
- Envelope Salutation
- Letter Salutation
- Home: Street Address, City, State/Province, Postal Code
- Mailing: Street Address, City, State/Province, Postal Code
- Work: Street Address, City, State/Province, Postal Code
- Other: Street Address, City, State/Province, Postal Code
- Country
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