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Export contacts
Follett Software avatar
Written by Follett Software
Updated over 3 months ago

You can export some or all of your contact records into a CSV (comma-separated values) file for review. The file includes the following information:

Contact type

Title

First name

Position

Last name

Grade Level

Email address

Reason

Phone number

Payment status

Zip code

Donation amount

Address

Notes

Behalf of

Teacher name

To export one or more export records:

  1. In the header, click Contacts. The Contacts page appears.

  2. Select the checkboxes next to the names of the contacts you want to export.

  3. Click Export Contact.

    The file contact list_[series of numbers].xls downloads to your local drive.

  4. Navigate to the file, and open it.

  5. Review the contact information.

To export all contact records:

  1. In the header, click Contacts. The Contacts page appears.

  2. Click Export All.

    The file contact list_ [series of numbers].xls downloads to your local drive.

  3. Navigate to the file, and open it.

  4. Review the contact information.

For additional help, contact support@livingtree.com.

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