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Exporting contact records

  • March 15, 2024
  • 2 replies
  • 489 views
R
Newcomer
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Is there a way to export all records in the Contacts table?   I need it to feed my CRM.  

Optionally, is there an API or a Developer that cound create this interface?

 

Thanks, Rick

Best answer by Alexandre.Augusto

Hello, @RickP 

 

Yes, you can.

Use the report Recipient Activity Report

Select the filter that you want, for example, last year or 365 or other date range, run the report. Click in the download button to get the list in .CSV format file. 

Details on this article: How Do I Export List of Recipients?

I hope that helps!

Alexandre

2 replies

Alexandre.Augusto
Docusign Employee
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Hello, @RickP 

 

Yes, you can.

Use the report Recipient Activity Report

Select the filter that you want, for example, last year or 365 or other date range, run the report. Click in the download button to get the list in .CSV format file. 

Details on this article: How Do I Export List of Recipients?

I hope that helps!

Alexandre

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A
Community Moderator
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Hi @RickP,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested? 

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

 

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,   

Alejandro R. | Docusign Community Moderator   

"Select as Best" below if you find the answer a valid solution to your issue!   

 

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