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 All Members.
  3. Check the box located to the left of the Username column to select all records. You may need to open the Screen Option (located in the upper right hand column) and change the Number of items per page to the a number higher than your number of users to select all users for export).
  4. Under the Bulk Actions dropdown, choose Go to the Export CSV.

A CSV file will download to your downloads folder.

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