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Exporting Company and Contact Data

OfficeTalk lets you export company and contact records to a CSV file. You can do this in the following way:

Select Company CSV Records or Contact CSV Records from the File/Export menu in Contact Mode. The CSV Export wizard will appear showing the File page.

Select a filename for the output CSV file. Do this either by typing a full path name into the Export File field or by pressing the Browse… button and selecting an existing file. Press Next to display the Filter page.

The Filter page lets you choose whether or not to use the filter currently applied in Directory View when exporting companies. If you wish to use the filter then ensure that the Use Filter check box is checked.

Press Next to display the Options page. The Options page lets you choose various output options for your exported file. If you want each item of data to be encapsulated by quotes, then ensure that the Quoted Fields check box is selected. If you want to output a header record at the top of the file then check the Output Header check box. If you want to end each record line with a delimiter (the default is not to) then check the End line with delimiter check box.

Choose a delimiter (field separator) by selecting from the Delimiter field. You can choose between a TAB character and a COMMA.

Press Finish. OfficeTalk will then export the records in the selected group (or all records in the database if no group is selected) to the specified CSV file.

Note: Note that only the companies or contacts in the currently open contact group are exported. If the All contact group is selected then all companies or contacts are exported. You will only be able to export those companies to which you have at least read access.


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