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Export & move contacts between lists

Export your contacts to CSV and move or copy contacts between lists using the Transfer flow.

Tutorials
List Management
min read
4 min
steps
6 · Beginner

  1. Open the Contacts table

    Go to Contacts. The toolbar above the table holds the export and transfer actions.

  2. Filter down first (optional)

    Apply list, tag, or status filters so you export or move exactly the segment you want: both actions follow your current view.

  3. Export to CSV

    Click Export in the toolbar. FirstSales downloads a contacts-prefixed CSV of your current view.

  4. Choose Add vs Move

    Open the Transfer drawer and pick Add (copy into a second list, keeping the original) or Move (relocate out of the source list entirely).

    Choose Add vs Move

  5. Set source and destination

    For Move, choose a source and a different destination list. Contacts are removed from the source once the move completes.

  6. Confirm the transfer

    Apply the transfer. If the destination feeds a live campaign, confirm the enrolment warning before it runs: nothing is written until you confirm.

Pro tips

  • Filter before you export

    The CSV follows your current table view, so a filtered list exports just that segment instead of your whole contact base.

  • Use Add to build overlapping segments

    Copy VIPs into a 'priority' list with Add while keeping them in their original list: Move would remove them from the source.

  • Exported CSVs re-import cleanly

    The column headers line up with the importer's field names, so you can re-import into another workspace or back into FirstSales without remapping.

  • Keep filtered moves under 10,000

    The bulk 'Add all to list' action is disabled above 10,000 matching contacts: narrow your filter first for larger segments.

Frequently asked questions

What format is the export?

A CSV file with a contacts filename prefix, matching your current table view and filters.

Can I export just one list or tag?

Yes: filter the table to that list or tag first, then export. The download reflects the filter.

What's the difference between Add and Move?

Add copies contacts into a destination list and keeps them in the source. Move relocates them and removes them from the source.

Is there a limit on moving contacts by filter?

Yes, 10,000 per filtered transfer. Narrow the filter for larger segments.

Will moving contacts email them?

Only if the destination list feeds an active or paused campaign, in which case you'll confirm an enrolment warning first.

Can I schedule automatic exports or sync to a CRM?

Not today: export is a manual CSV download. CRM connectors aren't available yet.

List Management

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Install with AI

Your coding agent sets up the FirstSales CLI and skills for you.

Prompt for Claude Code

I'm setting up FirstSales (https://firstsales.io), an AI outbound sales platform: campaigns, contacts, a reply inbox, deliverability and lead signals. Help me get my workspace sending real, good emails end to end, from Claude Code.

Read these first so you know how FirstSales works:
- Developer docs and API: https://developer.firstsales.io
- CLI: https://www.npmjs.com/package/@firstsales.io/cli
- Skills for coding agents: https://github.com/firstsalesio/firstsales-skills (read README.md and GUIDE.md)

Setup
1. Install the CLI: npm install -g @firstsales.io/cli
2. Install the FirstSales skills:
   claude plugin marketplace add firstsalesio/firstsales-skills
   claude plugin install firstsales@firstsales
3. Ask me if I already have a FirstSales account. If not, send me to https://app.firstsales.io to sign up.
4. Ask me to create an API key under Settings → API → API Keys, with only the scopes we need.
   Never ask me to paste the key into this chat. Tell me to run this in my own terminal, so the key stays hidden:
   read -rs FS_KEY && firstsales auth login --api-key "$FS_KEY"; unset FS_KEY
5. Run `firstsales whoami` and tell me which workspace and organisation we are connected to.

Then ask me about my business: what I sell, who I sell to (roles, company size, countries), my best customers, and what I use today for outbound (tools, lists, mailboxes). Walk me through:
1. Teaching FirstSales my business: website, offer, proof points and case studies in the knowledge base, so the AI writes like someone who knows the product.
2. Connecting my sending mailboxes and checking my sending domain: SPF, DKIM, DMARC and warm-up. If anything is unhealthy, tell me the exact DNS record to add.
3. Bringing in contacts: import my CSV or CRM export into a clean list, remove duplicates and bad emails, and block domains I must never email (customers, competitors, my own).
4. Building my first campaign: the right list, senders, steps and timing. Write the sequence with me, show me the drafts, and do not launch until I say yes.
5. Setting up Signals if it fits: find people engaging with LinkedIn posts about topics my buyers care about, and turn them into leads.
6. Inviting my team and giving each person the right access.

Once campaigns run, show me how to work the reply inbox from here: which replies need an answer, draft responses in my voice, and move good conversations into deals. If I use Cal.com, connect it so follow-ups can offer my booking link (not the first email).

Throughout, as you learn about my business, proactively suggest and help create:
- Reply templates for the questions and objections my prospects are likely to raise, based on my product, site and codebase if you can see them.
- Campaign ideas and segments worth testing, with the reason for each.

Safety rules:
- Show every change as a dry run (--dry-run) first and wait for my yes. Never send emails, launch campaigns or delete anything without my yes.
- Tell me before anything that spends credits, and how many.

Be opinionated. If the docs give a sensible default, just use it. Don't make me choose between five options.
Developer docs ↗npm: @firstsales.io/cli ↗GitHub: firstsales-skills ↗