How do I export / download my contacts from BOMA?

You can export your contact list from BOMA. Here's how:

From your Contacts page, click on Export CSV.

The CSV Export will export your entire contacts list with all the fields and tags included. It may take a couple of minutes to export, so we will email you with a link to the file or you can access it from the CSV Export section in your account settings.

Once you get the email confirmation, click on the link and then click Download. The file will download. Open Excel or Google Sheets and import your CSV file.

Filter by a tagged group:

In Excel - turn on filtering then tick which tag groups you want to display
In Sheets - highlight the Tags column, click Data and create a filter. On the filter select filter by condition, text contains. Add in the value/tag then click ok. 

Further Reading:

Updating contacts in BOMA

Changing a contact's email address

How to add contact/s that have unsubscribed from your BOMA database

Wolters Kluwer iFirm - How to export contacts to import into BOMA


How do I delete a contact?

How do I find a contact?

What is a tag and how do I use them in BOMA?

How do I add a Tag to my contacts?

How do I edit a Contact?

How do I upload a CSV file with new contacts into BOMA?

How do I upload new contacts into BOMA?

How do I import my non-Xero clients into BOMA?