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How To Export Your People Database

Exporting Your People Database

Only the Account Owner and Administrators can export people from Brivity. We recommend exporting small batches of people so that the files are more easily managed. Let's get started.

1) To begin, open the Settings Dropdown then click Account.

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2) Select the Import/Export tab from the Context bar, then click on Export People.

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3) Select the leads you want to export from the drop-downs inside the modal that opens, then click Compile & Download to download your CSV.

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Brivity will export up to 1000 records at a time, so if you have more than 1000 people in your database, you should export people for one agent at a time. If it needs to be broken down further, select a Status as well.

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