Exporting Contacts

This support article only applies to those accounts with membership management capability.

PTOffice allows you to export your user information as desired. Here’s how…

How to Export user data:

1. LOGIN to your PTOffice account.
2. Under the Membership menu, choose Import / Export.
3. Go to the Export tab.
4. Set export desires as needed. You must enter the column headers (separated by comma) exactly as you see listed at the bottom of the Import tab (minus the field type text).
5. Click the Download button to begin your export.

A CSV file will download to your downloads folder.

Note: If your telephone numbers and emails are stored as links, those fields will contain special text around them. If desired, use the Search and Replace feature of your file viewer to remove them.

Out of the box core membership field names (these may have changed based on your custom field modifications)

user_login, user_email, First Name, Last Name, Email, Mobile Phone, Home Phone, Street Address, Company Name, Work Phone Number, Work Email, Relationship, Secondary Adult Occupant First Name, Secondary Adult Occupant Last Name, Secondary Adult Occupant Mobile Phone, Secondary Adult Occupant Email, Add’l Occupant Work Name, Add’l Occupant Work Phone Number, Add’l Occupant Work Email, Child First Name, Child Last Name, Child Phone, Child Grade, Child Teacher Last Name, Child 2 First Name, Child 2 Last Name, Child 2 Phone, Child 2 Grade, Child 2 Teacher Last Name, Child 3 First Name, Child 3 Last Name, Child 3 Phone, Child 3 Grade, Child 3 Teacher Last Name, Child 4 First Name, Child 4 Last Name, Child 4 Phone, Child 4 Grade, Child 4 Teacher Last Name, Child 5 First Name, Child 5 Last Name, Child 5 Phone, Child 5 Grade, Child 5 Teacher Last Name