How Do You Export Contacts from Redtail CRM?

To export contacts from Redtail CRM, select them in Contacts or Advanced Search, open Contact Options and choose Exports. Pick a template and run it, and a CSV opens in Excel. For your own list of fields use Custom Exports, and for the whole database an Admin User requests a database backup from Manage Your Account.

A note on sources: Redtail’s support site (support.redtailtechnology.com) renders only in a browser, so the tools we used could not load the article text. The steps below come from article text returned by search, Redtail’s blog post on custom export templates (which loaded) and Wealthbox’s migration article (which loaded). Check each menu name against your own Redtail screen. All checked October 22, 2026.

Which Redtail export method should you use?

The right route depends on whether you need fields, a bulk edit or a full migration.

You want	Method	Who can do it	Output
A quick list of emails, phones or addresses	Contact Options > Exports, default template	Permissions not stated in the article	CSV, opens in Excel
Exactly the fields you choose, for any group	Custom Export Template, then Contact Options > Custom Exports	Permissions not stated; templates are set up under Manage Your Account	CSV, opens in Excel
Data prepared for Outlook, Laser App, Send Out Cards and similar	A vendor-format default export	Permissions not stated	CSV in that vendor’s layout
Everything, including notes, activities and opportunities, to migrate	Request database backup	Admin User only	Zip file
Bulk edits to existing contacts	Custom export, edit, email import@redtailtechnology.com	Permissions not stated, then Redtail’s team	Secure upload link from Redtail

Sources: Redtail support article “Export Your Selected Contacts in Bulk” (read through search results), Redtail blog “Manage Custom Export Templates”, Wealthbox Help Center “How do I export my data from Redtail CRM and migrate to Wealthbox?”, checked Oct 22, 2026.

How do you export selected contacts in Redtail?

Start in the Contacts section on the left side navigation, and follow the bulk-export steps in Redtail’s support article.

1. Find the contacts from Favorites or Contact A-Z, or run an Advanced Search.
2. Tick checkboxes beside the names, or click the Select all # contacts link. The Contact Options menu above the results becomes available.
3. Choose Exports to open the Contact Exports box, which lists the default exports.
4. Pick a template and run it. A small export downloads to your computer as a CSV. A large one may be sent to Manage Your Downloads instead.

The default list includes Default Settings, Email Addresses, Phone Numbers and Primary Addresses. Some templates, such as e-Relationship, Forefield Advisor, Laser App, Outlook, Power Advisor, Send Out Cards and Stamps.com, are formatted for importing into another vendor’s software, so use them only when that vendor is the destination.

Two cautions from the same article. The text mentions that the select-all link may select only the contacts visible on screen at the time you tick it (it gives 150 as the number), so check the selected count before you run the export. It also gives 200 as a figure tied to the download option, but the wording we saw does not make clear what the 200 limits, so we do not state a cap. If your list is large, expect to collect the file from Manage Your Downloads.

How do you build a custom export in Redtail?

Use a Custom Export Template when no default has the fields you need. Redtail’s blog post gives the steps.

1. Click your name in the top right menu and choose Manage Your Account.
2. In the Manage Templates area, click Custom Export Templates.
3. Click New, then enter a Custom Export Name. The template will not save without one.
4. Select the fields to include. Each section has a Select menu for choosing All or None.
5. Click Save, drag the fields into your preferred column order, and click Save again. The template is then available to your office.

To run it, put the group of contacts on the Advanced Search page (from a Quicklist, a Tag Group, a new search or results sent from another report), select the people, click Custom Exports from Contact Options, choose the template in the Export Contacts box and click Run Custom Export. The post does not list the available fields and states no limits on fields, templates or contacts per export.

To edit a template, open its Actions menu on the Custom Export Templates page and click Edit.

How do you back up or export the whole Redtail database?

Only an Admin User in Redtail can request the full database backup. Wealthbox’s migration article lists the steps:

1. Go to Manage Your Account.
2. In the Admins Only section, click Dropbox files and Database Backups.
3. Click Request database backup in the top right corner.
4. When it finishes, a link to the zip file appears on the same screen. Refresh if it does not.
5. Download the zip without extracting it.

Wealthbox says its migration brings across contact details including User Defined Fields, notes and comments, activities (future occurrences of recurring activities are not imported), opportunities, seminars and manually tracked accounts such as policies and annuities. Multi-user firms must also send Redtail user names and IDs, since the backup does not contain them. That list describes what Wealthbox imports, not a full inventory of what the backup holds, so ask Redtail if you need something else, such as documents or email history.

What do you do with the export once you have it?

Treat the file as client data. It holds names, emails, phones and addresses for people your firm has a duty to protect, so store it in an access-controlled location and delete stray downloads. Our CRM data migration security checklist covers handling, and CRM data cleaning before migration covers fixing duplicate and malformed rows before you load the file anywhere. Our export guide for 8 CRMs shows how other systems compare. If duplicates are the problem, read how to merge contacts in Redtail first.

Why does a Redtail export show duplicate rows?

Most often the contact is not duplicated at all. Redtail’s duplicate-records article describes duplicate lines in exports and mail merges caused by two entries of the same phone, address or email type on one contact, which you fix by changing one entry’s type. If two separate records exist for the same person, combine them. Our comparison of Wealthbox Pro and Premier is the next read if you are choosing where the data goes.

When to get help

A contact list for a mailing is a self-serve job. Get help when you are moving a practice off Redtail and need contacts, notes, activities and opportunities mapped to a new system, when user IDs and ownership must carry over, or when compliance rules govern what you keep. aibrevo implements Salesforce, HubSpot, Dynamics 365, Zoho CRM, Pipedrive, monday.com, Airtable and GoHighLevel, and quotes Redtail work per project, so migration into one of those eight is the usual request. You can book a short call or send a message, and the HubSpot service page describes how a migration is scoped. For an advisor-focused view of the alternatives, see GoHighLevel for financial advisors.

Sources

• Redtail Support, Export Your Selected Contacts in Bulk, text read through search results because the page needs a browser, checked Oct 22, 2026.
• Redtail Technology, Manage Your CRM: Manage Custom Export Templates, checked Oct 22, 2026.
• Redtail Support, Troubleshooting Duplicate Contact Records in Exports, Reports or Mail Merges, text read through search results, checked Oct 22, 2026.
• Wealthbox Help Center, How do I export my data from Redtail CRM and migrate to Wealthbox?, updated Aug 7, 2026, checked Oct 22, 2026.