Exporting contacts

Want your contacts in Excel, for example for an analysis or a mailing outside SpinOffice? Then export them. You choose which data goes into the file.

All contacts or a selection

• All contacts: in the Contact List, choose Export > Contacts in the menu at the top left.
• A selection: first filter the contacts you want to export, then click the bulk action button at the top and choose to export the contacts. Read how to filter: Filtering contacts

Choosing what you export

The export window opens. You have two options:

• Choose an export profile: at the top, choose a profile you saved earlier. The fields and column names are then set straight away.
• Choose fields yourself: put together which fields go into the export.

Choosing fields yourself

1. At the bottom, choose a field, for example Contact type, Email or a tag.
2. On the right, enter the Excel column name: the name above the column in your file.
3. Click +. Repeat this for every field you want to export.
4. Use the arrows to put the fields in the order you want. Use the trash can to remove a field.
5. Click Export.

You can also export tags. Each tag then gets its own column, for example 'Industry: Construction'. That way you see straight away in Excel which contacts have that tag.

Saving your choice as a profile

Do you often export the same data? Then save it as a profile and give it a name, for example 'Debtors' or 'Newsletter list'. Use the buttons next to the profile to create a new profile (+), rename it (pencil) or delete it (trash can).

You can only export contacts, not emails, appointments or documents.