---
title: "Export customers to Excel for calling and follow-up"
description: "Export the customers you filtered, choose the columns, keep one row per phone number and get a report sheet with the file."
language: en
canonical: https://mrailabs.com/docs/en/conversations-and-customers/export-customers/
published: 2026-11-03T08:56:22.480904
last_verified: 2026-11-03T08:56:22.480904
audience: "For account admins"
---

# Export customers to Excel for calling and follow-up
## How do I export a calling list of customers from Mr. AI?

Open Customer Profiles, filter the customers you want, such as those who reached a certain stage, then press Export results. Choose Calling list, keep One row per phone number on, and download the Excel file. The file contains the customers matching your current filters only.

[Open this task in Mr. AI](https://access.mrailabs.com/client/clients/profiles)

## How do I choose the right customers?

- Filter by channel, activity period and message count.
- Currently in stage finds customers at that stage now.
- Reached stage at any time accepts several stages. Choose whether a customer must have reached any of them or all of them.

## What can I choose in the export window?

- Calling list starts with the columns needed for calls. All details adds everything.
- Add, remove and reorder the columns.
- Chat summary uses summaries already saved, so it uses no points. A customer without a summary gets an empty cell.
- Phone status separates real numbers from identifiers that cannot be called.

![Export window with a calling list, columns and one row per phone number](https://mrailabs.com/api/docs/assets/dashboard-images/help-20261102-customer-export-en.png?v=f7fe449a32b4)

*Export window with a calling list, columns and one row per phone number*

## What is in the report sheet?

Excel files include a sheet that describes the export: how many customers it contains and how they are spread across your data. The file name carries your business name, the filters and the date, so you can tell your daily files apart.

## Common questions

### Why does the file have fewer rows than customers?

One row per phone number removes repeated numbers. Turn it off to keep every customer record.

### Can a team member export?

Exporting belongs to the account manager, who sees every customer in the account.

## Check the result

Filter a small group, export it, and compare the count in the export window with the rows in the file.

## Related guides

- [Mr. AI v2.13.0 — Your daily customer work on one page](https://mrailabs.com/docs/en/product-updates/release-2-13-0/): Conversations now open beside your customer list, your team can bring in the AI whenever it needs to, and every daily list shows each customer’s stage.
- [Ask the AI to reply or send a follow-up during manual mode](https://mrailabs.com/docs/en/conversations-and-customers/ai-reply-and-follow-up-message/): Let the AI answer one customer message, or write a follow-up guided by your note, while the conversation stays in your team’s hands.
- [Work by customer in the Operations Inbox](https://mrailabs.com/docs/en/conversations-and-customers/customer-operations-inbox/): Keep one customer context while managing separate tasks, conversations and follow-up work in Mr. AI.
- [Manage the Client Actions workflow](https://mrailabs.com/docs/en/conversations-and-customers/manage-client-actions-workflow/): Review required actions, open the source conversation, add team notes, then complete or reopen the action.