Exporting contacts: Difference between revisions
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There are three ways to export contacts in Planfix. | |||
You can export them as part of a general export of account data, by using the reports feature, or directly from a contact filter. | |||
Exporting contacts from a contact filter | |||
You can initiate a contact export from any Contact filter, using the Export button: | |||
<screenshot> | |||
This lets you download a file with a list of contacts who meet the filter's conditions. XLSX is selected as the default download file type, but you can also select CSV, and you can choose period or comma as the decimal separator: | |||
<screenshot> | |||
If you want to export just contacts who meet certain criteria, filter them using a contact filter or a quick filter, which you can get to by clicking the corresponding list column: | |||
<screenshot> | |||
You can also set up which of the contact fields will be in the export file: | |||
<screenshot> | |||
Once you have done this, Planfix will prompt you to save or open the contacts file: | |||
<screenshot> | |||
To export contacts, you need to: | To export contacts, you need to: | ||
Revision as of 00:14, 6 June 2020
There are three ways to export contacts in Planfix. You can export them as part of a general export of account data, by using the reports feature, or directly from a contact filter.
Exporting contacts from a contact filter
You can initiate a contact export from any Contact filter, using the Export button:
<screenshot>
This lets you download a file with a list of contacts who meet the filter's conditions. XLSX is selected as the default download file type, but you can also select CSV, and you can choose period or comma as the decimal separator:
<screenshot>
If you want to export just contacts who meet certain criteria, filter them using a contact filter or a quick filter, which you can get to by clicking the corresponding list column:
<screenshot>
You can also set up which of the contact fields will be in the export file:
<screenshot>
Once you have done this, Planfix will prompt you to save or open the contacts file:
<screenshot>
To export contacts, you need to:
create a new report:
<screenshot>
set the general information fields:
<screenshot>
select the desired report type:
<screenshot>
You should add a column for each contact/company field that you want to see in the final file.
configure the filter for selecting data:
<screenshot>
Setting the filter conditions lets you select contacts based on a specific combination of factors.
If you don't set any filter conditions, the report will display all contacts in Planfix.
run the report
You can export the final report to Excel:
<screenshot>
which gets you an Excel file with the contact and company data you need
Exporting contacts as part of a general data export
- You can also export contacts as part of a general export of all data and files, in the Account management section.
- The data will be downloaded as a ZIP file, broken out by sections, in JSON.
- Only account owners can download a general export, and they can only do it once every 30 days, due to the heavy load on the system.