Exporting contacts to CSV
Last updated August 5, 2026
Objective
This guide demonstrates how to export your member data from Recur into a CSV file. This is useful for creating physical mailing lists, performing offline data analysis, or migrating information to other administrative tools.
Key Steps
Step 1: Access the Contacts List
Navigate to the Contacts tab in the main menu.
Select People to view your full directory of contacts.
Step 2: Select Your Contacts
You have several options for choosing which data to export:
Export All: Click the white checkbox in the top left corner of the table (to the left of the "Name" column header). This will instantly select every contact in your current view.
Export Specific Group: Manually click the checkbox next to individual names.
The "Select & Remove" Method: If you need to export almost everyone, select the "All" checkbox first, then manually de-select the few individuals you wish to exclude.
Step 3: Open the Actions Menu
Once your contacts are selected, an Actions button will appear in the upper right-hand area of the screen.
Click on Actions to reveal the dropdown menu.
Step 4: Download the CSV File
Select Download Contacts from the list of actions.
The system will generate a file titled "Contact Details."
Click on the download notification or check your computer's "Downloads" folder to access the CSV file.
Cautionary Notes
Data Privacy: CSV files contain sensitive member information (emails, phone numbers, addresses). Ensure these files are stored securely and only shared with authorized association personnel.
Large Lists: If you have thousands of contacts, the download may take a few moments to generate. Do not refresh the page until the download prompt appears.
Tips for Efficiency
Filter Before Export: If you only need to export members of a specific group (e.g., "Board Members"), use the Filter tool on the People page before selecting the "All" checkbox. This ensures your CSV only contains the relevant segment.
Excel Compatibility: CSV files are universal and can be opened in Microsoft Excel, Google Sheets, or Apple Numbers for easy sorting and formatting.