Navigate to the CONTACTS TAB > IMPORT/EXPORT CONTACTS icon (in the lower left corner of the screen with 2 arrows). At the bottom of the Import/Export Contacts screen you will see the option to "Export Contacts". What is created when you click on the "EXPORT CONTACTS" button is a comma-separated (.csv) file that is then ready to be imported to other programs (such as Outlook, ACT, etc). Even if you just want the contacts to be in an Excel spreadsheet, choose your version of "Outlook" from the Export pull-down menu. Click on the "EXPORT CONTACTS" button to create the .csv file that will be downloaded automatically on your computer and you can open in Excel.
If you want just a list of specific information for your contacts/clients you can also run a CLIENTS REPORT.
Navigate to the REPORTS section.
Choose the "Clients Report" and it will prompt you with the data you wish to be include in the report. Simply check mark the options you desire (firstname, lastname, email, address, etc) and run the report.
Once the report has been generated, you will have the option to print and/or to download to an Excel .csv file.
Please note that you need to follow a specific set of steps to open a .csv file correctly in Excel:
- Open the file in Excel.
- Select the column with the data.
- go to the Data menu and select "Text to columns".
- In Step 1, choose "Delimited"
- In Step 2, select "Comma" as delimiter and " as text qualifier.
- Click on Next and Finish.