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Exporting Lists

How to Export Lists

You can quickly and easily export an organization or individual list to an excel document.

To export a list:

  1. Create an Individual or Organization List.

  2. Click Export Under the Activity Panel on the right of list.

    Export List Image

  3. Select the fields you wish to export. By default, all fields in the table will be checked to be exported. To select a subset of fields to be exported, use one of the following methods.

    Export List Image

  4. Uncheck the fields that you do not want to export by clicking on the check mark to the left of the field name.

  5. Click on the Select None button and you can then check the fields you want to export.

  6. To include "More UDF" profile fields in the export data when exporting from the individual, organization, or event list:

    1. Click "Show More UDF Fields" on the lower left of the export interface to view available fields and add them to your export.

    Export List Image

  7. Click the Export button on the bottom right corner of the export screen.

  8. An export complete window will open alerting you to check your downloads folder for export file.

    Export List Image

  9. Find and open the Export file. The list will open in Excel and you can manipulate the columns as you see fit.