Exporting Contacts From Your Lion Desk Account

  1. Hover over Contacts and Click Search for Contacts option
  2. If you would like to export all contacts, click the search tab at the bottom of the page without entering any search criteria
  3. From here, you can select all contacts and choose export contacts  at the bottom of the page. A window pops up.
  4. Choose option for selected contacts or all contacts
  5. Export contacts to CSV
  6. If you want emails included, select Email List
  7. Click the Export option to begin. Time will depend on how much info is being exported
  8. Save the file to your computer

Upload Your contacts to First.io
Upload Your Contacts
If you run into any uploading issues, send files to realtordata@first.io.