How to Export Contact Changes

As an Administrator, you can download a list of all your updated Contacts into a CSV file at any time. When you Export Contact Changes from VanillaSoft, the file can then be managed in Excel as a spreadsheet. 

Note: Tracking changes to a Contact could take around 5 minutes for the updates to be available. If you don't see changes that were done recently, wait a few minutes and try again. Once you export the file outside of VanillaSoft, any changes you make to the file will need to be re-uploaded to update the Contacts in VanillaSoft. Please refer to our Update Contacts Upon Import article for more information on updating Contacts with a CSV file.

How to Export Contact Changes

1. Log in to VanillaSoft as an Admin.
   
   

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2. Select the desired Project.
   
   

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3. Under Contacts & Reports, select Export Contacts.
   
   

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4. Click on the Export Contact Changes tab.
   
   

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5. Select Add Template.
   
   

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6. Enter the desired Template Name.
   
   

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7. Open the Date Range drop-down and select the desired option.
   
   
   • If Custom is selected, enter the Start Date and End Date.

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8. Select the desired Change Options.
   
   
   • Last change only - Will show only the last change to the contact.
   • Last 5 changes - Will show the 5 most recent changes to the contact.

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9. Select the desired File Options.
   
   
   • One CSV for all fields - Generates a CSV file with all selected tracked and reference fields.
   • One CSV per field - Generates a CSV file per selected tracked fields with selected reference fields.

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10. In the Tracked Fields section, select Add/Remove Fields.
    
    

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11. Select which field(s) you would like to apply, then click Apply Selection.
    
    

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12. In the Reference Fields section, select Add/Remove Fields.
    
    

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13. Select which field(s) you would like to apply, then click Apply Selection.
    
    

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14. Once done, click Save.
    
    

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15. Once the template is saved, click Export.
    
    
    • After clicking Export, the file will save to your local computer.