Downloading a CSV on Dynamic Layout

Download your contacts or companies from your Seamless.AI Dynamic Layout seamlessly transfer your data into your favorite CRM, marketing automation platform, or dialer. This process can be done individually or in bulk, giving you flexibility and efficiency in managing your information.

After conducting a Contact Search or Company Search and researching desired profiles, you can manage profiles as needed for your workflow. You can filter, manage, and download contact and company profiles. 

Filtering and Downloading Contact Profiles

1. On Seamless.AI, access your saved contacts through the My Contacts tab on the left hand side. 
2. Apply desired filters to specify your list of contacts to download. You can apply filters through the Filter Funnel icon or directly to  the specific column you want to target. 
   Learn more about filtering your contacts:  Filtering My Contacts

3. After filtering contacts, and when you are ready to download a list of contacts, you can download individual, a selection, or a full filtered list of contacts.

To download All Filtered Contacts, Click the 3 vertical dots in the top right corner. Then, choose Download Filtered. ‍

To download an Individual Contact, click the 3 vertical dots in the Actions column on the right hand side of the contact’s row. Then, choose Download contact.

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To download a specific Selection of Contacts, select the contacts you want to download to a csv file. Click the 3 vertical dots in the top right corner. Then, choose Download Selected.

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4. Further customize your download, by specifying the Download Type. Select from Clean, Raw, or Custom.
   
   
5. Click Download to get access to your contacts as a CSV file.

Filtering and Downloading Company Profiles

1. On Seamless.AI, access your saved companies through the My Companies tab on the left hand side. 
2. Apply desired filters to specify your list of companies to download. You can apply filters through the Filter Funnel icon or directly to  the specific column you want to target. 
   Learn more about filtering your companies: Filtering My Companies
   

3. After filtering companies, and when you are ready to download a list of companies, you can download individual, a selection, or a full filtered list of companies.

To download All Filtered Companies, Click the 3 vertical dots in the top right corner. Then, choose Download Filtered. 

‍To download an Individual Company, click the 3 vertical dots in the Actions column on the right hand side of the company’s row. Then, choose Download company. 

‍To download a specific Selection of Companies, select the companies you want to download to a csv file. Click the 3 vertical dots in the top right corner. Then, choose Download Selected.

4. Further customize your download, by specifying the Download Type. Select from Clean, Raw, or Custom. ‍
5. Click Download to get access to your companies as a CSV file.

Download Types

Explore the various file download type options and their definitions to choose the format that best suits your needs and preferences.

• Clean: Use this to download All Contacts from your My Contacts (or My Companies) list. Cleaned Data will provide you with the most accurate data regarding each contact and will exclude invalid information.
• Raw: Use this to download All Contacts from your My Contacts (or My Companies) list. Raw Data will provide you with all data that was found on the contact (Be aware that this includes any invalid emails or phone numbers).
• Custom: Use this to download to tailor your data exports according to specific criteria and preferences. This feature allows for a personalized selection of contact information, ensuring that users can extract exactly the data they need for their unique business requirements.

Pro-Tip

Once you select your fields for the custom download, you don’t have to re-select them for the next one!

Suggest Export Fields

Add columns of information to download for each contact, but here are some we recommend

• First Name
• Last Name
• Company Name
• Title
• Email 1, Email 2, Email 3
• Company Phone 1
• Contact Phone 1, Contact Phone 2, Contact Phone 3