PracticeMaster Q&A: Export Contacts to Microsoft Excel

September 2019    Tags: , , ,

I want a list of my contact’s names and email addresses in an Excel spreadsheet. Is there an easy way to do this?

There are a couple of ways to get this information into Excel; you can create a Report Writer report and print it to a Microsoft Excel spreadsheet, or you can create a column layout in the Contact file and then copy the contents of the List tab into Microsoft Excel.

To create a Report Writer Report

  1. From the Reports menu, select Report Writer.
  2. Click the NewRW (Report Wizard) icon.
  3. Enter a Report Name and click OK.
  4. Enter a Title.
  5. Click the Change File button.
    1. Expand the Lookup Files section and select Contact.
    2. Click OK.
  6. Click Next.
  7. In the Available Fields column:
    1. Select Name and click the Add button.
    2. Select Email_Address and click the Add button.
    3. Add any additional fields as desired.
    4. Click Next.
  8. Click Finish.

When printing the report, make sure to select an Output To of File and save it as an Excel spreadsheet.

To create a column layout for your contacts

  1. From the File menu, point to Open and select Contact.
  2. From the Edit menu, select Manage Column Layouts.
  3. Press Ctrl+N.
    1. Enter a Column Layout name.
    2. In the Available Fields section:
      1. Select Name and click the Add button.
      2. Select Email_Address and click the Add button.
      3. Add any additional fields as desired.
    3. Click the Save button.
  4. Close the Manage Quick Clicks window.

To copy a list of contacts from the Contact file into an excel spreadsheet

  1. From the Contact file, in the Column Layout group of the Quick Clicks pane, select the new column layout.
  2. Select the records you want to copy. To select all records, press Ctrl+A.
  3. Press Ctrl+C to copy the selected records.
  4. Open Excel and press Ctrl+V to paste the list into the spreadsheet.

Tip: You can add a filter to the Contact file to only show specific contacts.

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