Excel export fields
Manage additional field names under Excel Export Fields and align them with your current template.
Platform checked: 2026-11-12 · Guide updated: 2026-11-13Steps have been checked against the live platform. Screenshots are cropped to protect account and customer data.
Before you start
- Decide which data you need and avoid multiple fields with the same meaning.
Step-by-step instructions
- 01
Open Excel Export Fields
The Excel Export Fields menu offers List and Add. Select Add to open field setup.
Open full-size screenshot Name form for a new Excel Export Field - 02
Name the field
Enter a clear required Name, such as Member Number or Region. The inspected form requires a name and does not contain the multi-step settings described in the older tutorial.
- 03
Save and review the list
Select Complete after checking the spelling, then verify the field in List. Keep names consistent to avoid confusion caused by spacing or similar labels.
- 04
Download the current template again
When importing, download the current template again under Contact → Import and follow its actual columns. Do not assume an old file automatically contains newly created fields.
Notes and troubleshooting
- The base template fields name, email, phone, first_name and last_name serve different purposes from additional fields.
Need a little more help?
Tell us what you're experiencing.