Step     Action

  1.       Select {CRM} and then select the Contacts tab.

            Note: Contacts cannot be individually selected for export using the boxes to left-hand side 

            of contact name. To filter contacts for export, use the search criteria. Only the search results will 

            be exported. 

                    ie. If Contacts have been filtered by a customer name, and the search results in 6 contact 

                    entries, only those 6 entries will be exported.

  2.      Select {Export} under Contacts.


           

Note: You may need to confirm the file to be opened/saved before proceeding, depending 

on your web browser. A .csv file will open or be saved to your computer. On PC/Mac the 

default file location is in your Downloads folder.


Export will include:

Id    

Name    

Title    

Security Role

Username    

Password    

Customer Number    

Customer Name

Phone Number

Fax Number    

Email Address    

Is Deleted    

Tags    

Portals 

Budgets    

Billing Id    

Billing Name    

Billing Address    

Billing City    

Billing Region    

Billing Country    

Billing Zip/Postal    

Shipping Id    

Shipping Name    

Shipping Address    

Shipping City    

Shipping Region    

Shipping Country    

Shipping Zip/Postal