There are two ways to export Haystack contacts:
Option 1: Export cards scanned by members of your company
a. Create and send your employees a digital business card through the ‘Templates’ page
b. (Optional) If you are auto-syncing to a CRM, get them to sign in to the CRM through Haystack’s “Settings”
c. Tap on the ‘Share’ button and they will get the option to share the card to your company
d. Go to your admin dashboard > CSV export > Export, to get contacts that employees have shared with your company
Send our video tutorial to your employees so they can start sharing cards with your company.
Option 2: Export cards for just your personal Haystack account
a. Create and send yourself a digital business card through the ‘Templates’ page
b. Open the Haystack app > tap ‘Settings’ > Tap ‘Export contacts’
Note: If you are prompted to ‘Sign up for Haystack Premium’, go to your email inbox and make sure you have accepted the invite for your new digital business card