Exporting a contact database

It's easy to export a website database as a CSV file with Synergy 8. A CSV file is the most common file type for dealing with importing and exporting contact databases. This file can be opened with Microsoft Excel or imported into other applications. This article will also examine how to export contacts from a specific group.

Exporting all contacts

  1. Log in to the dashboard of your website.
  2. In the left-hand menu, select the option "contacts", which is located under the Customers section.
  3. This screen lists all contacts on the database, at the bottom right of this table is a small link titled "Export Data", which will export the entire contact database as a csv file.

Exporting a contact group

If your contact database has been segmented into groups you can do an export on a specific group.

  1. Log in to the dashboard of your website.
  2. In the left-hand menu, select the option "Groups", which is located under the Customers section.
  3. Click the contacts link which corresponds to the group you would like to export. (ie. 346 contacts) to view all the contacts in this group.
  4. At the bottom right of this table is a small link titled "Export Data", which will export the group contacts as a CSV file.

Using the search function to export contacts

The search function on the contacts page allows you to export the contacts database according to a search. The search bar is located on top right hand side of the contacts page. Type into this search bar to perform a search (you don't need to press enter).

If the "Export Data" link is clicked while a search is active, only the data returned by the search will export. This feature can be used to export contacts of a certain suburb, state, country, or subscribtion status.