Exporting Your Contact Data

Exporting Contacts from HelpKit

Export your contact list and conversation data for backups, external CRM imports, or reporting. HelpKit gives you full data portability.

Basic Contact Export

1.Go to Contacts in the left sidebar

2.Apply any filters (optional: tag, segment, date range)

3.Click Export → CSV or Excel

4.The file downloads immediately (up to 10,000 contacts) or is emailed for larger lists

Export Fields Included

| Field | Description | |-------|-------------| | Phone | International format | | Name | WhatsApp or CRM name | | Email | If available | | Tags | Comma-separated | | Custom Fields | All configured fields | | Created At | When contact was added | | Last Message At | Most recent activity | | Conversation Count | Total conversations | | Agent Assigned | Last assigned agent |

Exporting a Segment

Apply a segment filter before exporting to get only the contacts you need:

1.Click Segment dropdown → select a saved segment

2.Click Export

Exporting Conversation History

For compliance or analysis, export full conversation transcripts:

1.Open a contact profile

2.Click ⋮ → Export Conversation

3.Choose format: PDF, Text, or JSON

For bulk conversation export, go to Analytics → Exports → Conversation Export.

GDPR Data Export

If a contact requests their data (right to access under GDPR):

1.Search for the contact

2.Open profile → ⋮ → Export Personal Data

3.A ZIP file is generated with all data HelpKit holds about that contact

See Data Privacy and GDPR Compliance for full GDPR procedures.

Scheduled Exports

On the Business plan, you can schedule automatic daily/weekly CSV exports to:

•An email address

•An S3 bucket (via Webhook)

•Google Sheets (via Integrations)