Export Contacts to CSV

Filtered Exports

The export always reflects your current view. If you've filtered your client list to show only "Active" clients with the tag "Annual Review," the CSV will contain only those contacts. To export your entire book, clear all filters before exporting.

Large Books

For practices with thousands of contacts, the export uses streaming downloads. Your browser will begin receiving the file immediately rather than waiting for the entire file to be generated. This keeps exports fast regardless of book size.

Data Privacy

Exported CSV files contain client contact information and practice data. Handle exported files according to your practice's data handling policies. Policy Stack does not retain copies of exported files — the download is generated on demand and delivered directly to your browser.

Re-Importing Exported Data

CSV files exported from Policy Stack are formatted to be compatible with the CSV import wizard. If you need to re-import data after making changes in a spreadsheet, the column headers will be auto-mapped during the import process.

Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.

Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.