Export guide · CRM, booking, invoicing or trade system

Find Export, choose CSV, keep the status column.

Nearly every system has an export somewhere in Contacts, Customers or Reports. The exact path differs; the shape of the file you want does not.

Export it

Open the contacts or customers list
Not the deals, jobs or invoices list. You want one row per person or business, with their status.
Filter before you export, if you can
Many systems let you filter by status or date. Export only past enquiries, quotes, bookings and customers. Leave suppliers and staff out.
Choose Export, then CSV
It is usually under a menu with three dots, a gear, or Reports. Choose CSV. If only Excel is offered, open the file and save it as CSV.
Keep the columns that say what happened
Status, last activity date, enquiry or quote or booking, and any unsubscribe flag are evidence. Keep them. Delete amounts and notes.
Upload that file
Create your private Desk and upload the CSV. Files up to 75 MB.

Only the email is required. Everything else is optional, and less is safer.

The Desk does not connect to any system. There is no integration to switch on, and no page on this site implies one.

Run the checklist. Two minutes, and it is the part that protects the people in your list. Open the checklist
Try a template first. A synthetic file with every state in it, so you know what you will see. Templates
Stuck at any step? Ask for help without sending a single row. Assisted help

Conclusions cover only the file you upload and the suppression sources you declare. Anything not in them is not checked.