Export data
You can export a wide range of data for use outside of the software.
What can I export?
You can export a list of information associated with:
- People
- Organisations
- Subscriptions
- Invoices
- Payments
- Submissions
- Bookings
How do I export data?
You can export data in a few ways:
Specific date range
- Go to Reports > Exports in the main toolbar and click Create new export.
Segments of people or organisations
- Go to Contacts > Segments and use the action menu to export people/organisations.
Form submissions
- Go to Forms and use the action menu to Go to submissions. Use the Export button above the list of submissions.
Event bookings
- Go to Events and select an event. Use the action button at the top of the page to Export bookings.
Cross-referencing
Most exports that relate to contacts will include basic information about that contact such as the name, email address and physical address. More detailed information, such as values stored in custom fields, is only included when exporting a list of People or Organisations.
It can sometimes be helpful to cross-reference data in one export with data in another. This often crops up when exporting bookings or subscriptions and you need to reference custom field data. In this case, we usually recommend:
- Export the bookings, subscriptions or whatever other reports you need
- Also, export a list of contacts (either people or organisations)
- Open both in separate sheets in the same spreadsheet document
- Use a formula such as vlookup or match to cross-reference data between the sheets
Here are some useful articles from the Google Docs Help centre about how to use these functions.