How to Export Contacts Using a Query

As an Administrator, you can Export Contacts into a CSV file for external management of your Contacts. Using Contact Management, you can build a custom list of Contacts with an assortment of chosen Fields and Filters, and then download a CSV file to your computer.

How to Export Contacts Using a Query

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, click on Contact Management.
   
   

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4. If you want to build your Query from scratch, click Build a New Query.
   
   
   • If you have a saved Query, click Select This Query, then Edit This Query.
     
     

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5. Add any Fields that you wish to view in your Query.
   
   

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6. Set the Filter and Value for each desired Field as needed.
   
   

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7. Once each Field has the Filters and Values set as desired, click Run Query.
   
   

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8. The query will then display the Query Results.
   
   

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9. Click on Perform Task and then Export Results.
   
   

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10. If desired, open the Export Date Format drop-down then select the preferred date format.
    

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11. Once done, click Export Contacts to download the file.