With Klarity, you can easily search for an export company and contact details. In this guide, we'll walk you through the best practices to optimize your experience. Learn how to efficiently search contacts, reveal their info, and export data smoothly.
Searching Contacts - To find contacts in Klarity, go to the 'Search' tab on the left side of the screen. Use the filters menu to set your search parameters.
Note: You do not need to use every search filter when searching, simply use the ones you need.
Revealing & Exporting Contacts - Once you run your searches, you can reveal contact information in the platform or export it to a CSV file(or CRM integration if applicable).
To reveal contact information, tick the box to the left of the contacts name. Once you have made your selection, click the 'Reveal' icon. Revealing an unlicensed contact will consume a credit.
Please note: Once you have revealed contact information using this method, you must click on the contact(s) and expand the 'Contact profile' window to view the information.
You can also reveal contact information by clicking on a single contact, expanding the 'Contact profile' window, and clicking the 'Show info' button. This action will also consume a credit.
Exporting to CSV or CRM
To export contact information to CSV, select the desired contact(s) and click the .csv icon or CRM integration if enabled.
If there are any records included that were previously purchased, you will be notified prior to exporting. You will not be charged a credit for contacts already licensed.
To limit the number of records being exported, or to select all of them, click the dropdown menu located at the top left corner of your search results. In Advanced Selection, you can further refine your exports by setting a limit for the total number of contacts and/or specifying the maximum number of contacts per company.
For information about company searching, click here.
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