How to Export Contacts

 

Q. How can I export a list of contacts from my CRM?

 

  1. The first thing you are going to do is use the Advanced Search to find the contacts you would like to export.
  2. Then select all your contacts and choose the Action > Export Contacts.


     

  3. Choose to Export Primary Fields (there are a lot of fields so test it out to see what fields you get) or you can Select the fields for export
  4. You can Use a Saved Field Mapping if you are selecting the fields for export (that is if you have a field mapping).
  5. By Merge Options, select if you want to merge contacts with the same address or household.
  6. Check the box next to Postal Mailing Export to Exclude contacts with "do not mail" privacy, no street address, or who are deceased.
  7. You can add Additionals Group for Export.
  8. Then click Continue.
     
  9. Select to Add Fields.
  10. Save Fields as a filed mapping so you can export again without selecting all your fields again.
  11. Then hit Download File.

Tip:

You can use the Joint Greeting fields to get the names of the contacts with their respective spouses in the same field.