Filter and export a Business Atlas contact list

Understand the controls above the list

The Your Leads screen places Export beside the saved-lead total and provides a search field, Filter control, location selector, and status selector. These controls narrow the records without deleting them.

Free-text search can match business name, type, city, address, phone, email, website, AI overview, or status. Structured filters are better when you need an exact location, status, or named list. Combine them carefully and clear old filters before creating a new cohort.

Build the cohort one condition at a time

Start with the named campaign list, then add a location or status only when the export purpose requires it. Use free-text search last for a specific business, type, field, or keyword. Watch the visible count after each change so an unexpected drop is easy to diagnose.

Example: select the list “Miami · Dentists · Cleaning · 2026-07,” choose New, and leave location at All Locations if the list already contains only Miami. Redundant filters can be harmless, but they make the query harder to explain and repeat.

1. 01
   Clear previous controls

   Return search, location, status, and list to a known state.

2. 02
   Choose the named list

   Set the campaign boundary.

3. 03
   Add the workflow status

   Select New, Contacted, or another required stage.

4. 04
   Add search text only if needed

   Use it for a precise field or business check.

5. 05
   Record the visible count

   It becomes the expected row count for validation.

Inspect before exporting

Review the first, middle, and last visible records. Confirm category, geography, list membership, status, and whether the required contact field is present. If the export is for email, records without an appropriate email path may need a separate workflow rather than an empty column.

Check for accidental statuses, obvious duplicates, or sensitive notes that should not be transferred. Business Atlas works to prevent duplicate saved records based on available identifiers, but organizations can still appear through multiple public locations or changed information.

Choose the right export format

Choose CSV for a spreadsheet, CRM, or structured review. Choose the text file for a human-readable handoff. Choose Copy Emails when the immediate task needs only the visible email values—but paste them into a controlled document or approved sending workflow, not an unreviewed mass-send field.

The CSV can include Business Name, Business Type, City, Address, Phone, Email, Website, AI Overview, and Status. Downstream tools may use different field names, so inspect the header row before importing.

Map the fields and preserve source

Create a field-mapping table before import. Business Name should map to company or account name, not contact first name. Business Type may map to industry or a custom category. Status should map only if the destination uses the same definitions; otherwise store it in a source-status field.

Add a source label such as “Business Atlas · Miami dentists · 2026-07-23.” Preserve the original named list and search brief. That context lets the team measure outcomes by market and avoid combining researched prospects with inbound or customer records.

• Map company identity fields
• Map public contact fields
• Choose how to store the AI overview
• Translate or preserve status definitions
• Add source, list, and export date
• Test with a few rows before full import

Handle the exported file responsibly

Store the file only where the working team needs it, avoid unnecessary copies, and remove obsolete exports according to your data-handling practice. A CSV is convenient precisely because it can travel easily, so access and version control matter.

Before outreach, verify important details and follow the laws and platform rules that apply to the channel and location. Suppression, opt-out, bad-contact, and customer records should remain excluded when lists move between systems.