Exporting Contacts

NOTE: Please use the following Video to learn how to use the new Export Feature!

https://www.youtube.com/watch?v=a1uZC3oTRSM  

 

 

Exporting contacts for use with a third party or to print labels is quick and easy. Here you go...

 

Select the group:

 

 

Then select them for display on the right by clicking on the chevrons >>:

 

 

 

Use the Check boxes to select who you want to export:

 

 

 

Then click on the Table icon to export to a CSV:

 

 

To use the file, go to Settings, Export Contacts, and click on Download:

 

 

 

And you're done!

 

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Comments

  • Avatar
    Suzana Kubota

    Thank you. Its great to have the snapshots.

  • Avatar
    Mishney Coquilla

    Thank you very much!

  • Avatar
    Jodi Rabinowitz

    Gary,

    Working on a mailing for the upcoming holidays. The contacts have been tagged with XMAS and I am going to export them into a CSV file. I have 2 questions:

    1. Is there an easier way to copy an address from let's say the Work Address or the Additional Info fields to the Home Address without manually retyping it? Even when you go to copy a Work Address and paste into the Home Address it copies the whole address into the Street Number field and then you have to manually move or type the rest of it into the proper fields.

    2. If there is a husband, John Smith and wife, Jane Doe listed together under the mailing name, but they are listed as two (2) separate contacts, is there a way to combine the 2 contacts into 1?

    Thanks so much,
    Jodi

  • Avatar
    Gary Hall

    Hi Jodi - Apologies but there no way to copy/paste them.

    Do you mean you want to combine the two contact records?

  • Avatar
    Jodi Rabinowitz

    Hi Gary,

    Yes, that's exactly what we are trying to do. Combine two contact records.

  • Avatar
    Gary Hall

    OK. You don't want to combine them. Having two separate records gives you more flexibility in addressing things and syncing. Our system is set up specifically to take advantage of having two connected records instead of one.

  • Avatar
    Brian Barrows

    When you export contact data is there a way to get the notes included in the export? I am confused about the @notes.realvolve.com that is included in the export currently. We are cleaning up our database and need to be sure all data is included in the export.
    Thank you!~

  • Avatar
    Gary Hall

    Hi Brian - You can definitely export notes! We changed the export dramatically since this was done. Please see the following video to learn how to use the new export. https://www.youtube.com/watch?v=a1uZC3oTRSM

  • Avatar
    Brian Barrows

    Great. Thank you! You mention a live chat feature for support as well. How do you I find that?

  • Avatar
    Gary Hall

    At the bottom of your Realvolve screen in the black border!

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