People: Export

Find out how to quickly export contacts into a convenient Excel file in this short article.

1. Begin by navigating to the People menu item to your left. Inside the People page, you will see the menu button to Export # Items to Excel, where # is the number of people in the current search. Before you enter any search criteria you can export your entire people database. Or you can perform a search before exporting:

2. After clicking on Export, you will see a pop-up which allows you to select which columns you want to include in your export: Recommended or Optional. When you have made your selections, click on the blue Email button to process the request. Your export will be emailed to you once the report is prepared:

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