Exporting Companies/Contacts

You will be able to export all of the companies/contacts or just selected companies/contacts.

1.Multi-Select:  Hold down the Ctrl key and click on the desired companies/contacts.  You can now include only these selected companies/contacts in the export.  Review Introduction: Common Functions, Multi-Select Items.

2.Filter:  Set a filter so that only the companies/contacts you want included in the export appear in the selection grid.  To learn how to set a filter, refer to Introduction: Common Function, Setting a Filter.

3.All: You do not need to filter or select companies/contacts if you intend to include all of them in the export.

1.Click the Detail Options button to the right of the company or contact selection grid.  Select Export.

2.The Export Wizard will open.

3.In the first screen, select whether you want to export the Selected Records or All.  Click Next.

In this screen, you will choose which fields you want to export.

1.If you have any previously saved templates, you can choose one from the Template drop-down list.

2.If you are not using a template or need to add more fields to the template, select fields under Fields to Export on the left side of the window and transfer them into the Export Column Names on the right side of the window by clicking the > arrow or double-clicking on the fields.

3.NOTE: If you are exporting Contacts, you can export both Contact and Company information.  Available fields preceded by C. (e.g. C.Phone1, C.Email) refer to the company's information. Available fields preceded by CC. (e.g.  CC.Phone1, CC.Email) refer to the contact's information (CC = company contact).

4.NOTE: You can now also export user fields for company and contact information.

5.If you want to remove a field from the Export Column Names, click the < arrow or double-click on the field again.      

6.To change the Export Column Names on the right side, click on the field and press Enter.  Type in a new name and press Enter again.

7.To change the order of the fields in the Export Column Names area, click on a field and drag and drop it into a new position.

8.To save the template, click the Save Template button.  Enter a name for the template and click OK.

9.After you have saved the template, or if you do not want to save the template, click Next.

1.In the next screen, the CSV (Comma Separated Values) File option will be selected.

2.Click the Open icon next to the Export File field.  Find the folder in which you want to save the data.

3.Type in a File Name and click Save to return to the Export Wizard.

4.Click Finish.  In the Confirm box, click Yes to complete the export.