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How do I Get My List From Another Program?

Below you’ll find instructions on how to save spreadsheets, databases and contact lists using a number of different programs. If the program you’re using is not listed below, use the help and documentation provided within that program to find out how to export and save your list.

Jump to:
Microsoft Excel
Outlook 2010
Outlook ‘03 and ‘07
Outlook.com
Gmail
Yahoo
ACT!
Filemaker
Apple Numbers
Apple Mail / Address Book

Microsoft Excel

1. Go to File
2. Click “Save As”
3. Use the Format drop down menu to choose Comma Separated Values (.csv), Excel Workbook (.xlsx), Excel 91-2004 Workbook (.xls)
4. Give your file a name and choose where on your computer you’d like to save it
5. Click Save

Outlook 2010
1. On the File tab, click Open and then click Import.
2. Click Import and Export
3. Select Microsoft Excel option and click “Next”
4. Select the “Contacts” folder and click “Next”
5. Give your file a name and choose where on your computer you’d like to save it
6. Click Next and then Finish

Form more help with Outlook, check out their helpsite.

Outlook ‘03 and ‘07 Address Book

1. Go to File
2. Click Import and Export
3. Select Microsoft Excel option and click “Next”
4. Select the “Contacts” folder and click “Next”
5. Give your file a name and choose where on your computer you’d like to save it
6. Click Next and then Finish

For more help with Outlook, check out their helpsite.

Outlook.com

Under Create a file of type, click the type of export you want, and then click Next.
  • Pick Outlook Data File (.pst) if you're going to use these items in Outlook on another computer.
  • Pick Comma Separated Values if you're going to use these items in almost any other program.
For more help with Outlook.com, check out their helpsite.

Gmail
  1. Click Gmail drop down in top Left corner, Select Contacts
  2. Click More drop down and then Export
  3. Select a group  or All contacts
  4. Select Outlook CSV for exporting format
  5. Click Export

For more help with Gmail, check out their helpsite.


Yahoo!

  1. Click Address book Icon in top left
  2. Under Actions select Export
  3. Choose Yahoo CSV
For more help with Yahoo, check out their helpsite.

ACT!

1. Open the ACT! Database that contains the records you want to export
2. Go to “File”
3. Select “Data Exchange”
4. Click “Export”
5. This will open the “Export Wizard.” From here, use the “File Type” drop down menu to choose “Text-Delimited”
6. Select the “Browse” button for Filename and Location
7. Enter a name for your file in the File Name box and use the “Save as Type” drop down to select “Text - Delimited (.csv)”
8. Click “Save” and then click “Next”
9. Select “Contact Records Only” and click “Options.” This will open the Export Options dialog box
10. From within the “Select Field Separator” box, check “Comma”
11. From within the “Do You Want to Export Field Names” box, check “Yes, export field names”
12. Click “OK” and then click “Next”
13. Now select which contact records you’d like to export “Current Record” will only export the single record you have selected. “Current Lookup” exports all the records that match your current lookup. “All Records” exports the entire database
14. Click “Next”
15. Choose which fields you want to export as part of your list. Be sure to include email addresses or - as you might expect - you won’t be able to send out an email
16. Click “Finish” to export the file
For more help with ACT!, check out their helpsite.

Filemaker

To save records as an Excel file:
1.Display the layout that shows the fields you want to include in the Excel file.
2. In Browse or Layout mode, choose File menu > Save/Send Records As > Excel.
 In Preview mode, click Save As Excel in the status toolbar.
3. In the Save Records As Excel dialog box, enter a name for the file.
4. For Save as type, choose an Excel file type.

5. Specify where to store the file, what to save, whether to automatically open the file, and whether to create an email with the Excel file as an attachment.

  • You can save the current record or all the records in the current found set.
  • If you select Create email with file as attachment, an email is created with the Excel file attached.

6. Click Options to set the Excel options:

  • If you don’t want to include the field names, clear the Use field names as column names in first row checkbox.
  • For Worksheet, Title, Subject, and Author, enter descriptive information about the file.

7. Click OK.
8. Click Save.
For more help with Filemaker, check out their help site.

 

Apple Numbers

1. Go to File
2. Click “Export”
3. Choose CSV
4. Select Unicode (UTF-8) from the Text Encoding drop down
5. Click “Next”
6. Name your File and click “Export”

Apple Mail / Address Book

The Apple Address Book cannot export records to a CSV file - it can only export records as vcards. As a result you’ll need to download a utility that can either create CSV files from the address book or convert vcards to CSV. The download page on Apple’s website provides access to several such utilities that may work for you. Take a look at this page and search for some variation of “address book csv.”

 



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