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Exporting Contacts

You can export Contacts from the Content Management system into a Comma Separated Value (CSV) file.

Before you begin

  • To export Contacts from an Address Book in a Publication, you need Contact Management rights and Read permissions for the selected Address Book.
  • To export Contacts from the (All Contacts) node, or in any Address Book in System Administration, you need System Administrator rights.
  • To export Contacts from a Distribution List, you need Distribution List Management rights and Read permissions for the Outbound E-mail Folder.

About this task

The data in the exported Contacts file is formatted as follows:

  • a comma is used as field delimiter
  • double quote is used as text qualifier
  • carriage return line-feed (CrLf) is used as a row separator
  • the file is encoded in UTF-8.

You can export Contacts from any Address Book or Distribution List in the system. The export can contain all Contacts in the Address Book or Distribution List , or you can filter the list first before exporting.

An SDL Tridion Sites System Administrator can perform an export of all Contacts in the system from the (All Contacts) node in System Administration.

Procedure

  1. Open the Content Manager Explorer.
  2. Navigate to the Publication > Audience Manager node.
  3. To export Contacts to a .CSV file, do one of the following:
    1. To export all members of a specific Distribution List or Address Book, select the Distribution List or Address Book and either select Export Contacts from the context menu or click the Export Contacts icon in the toolbar.
    2. To export a filtered selection of members of a specific Distribution List or Address Book, perform a Contacts search and click the Export Contacts button. For more information, see Searching Contacts.
    3. To export a selection of members of a specific Distribution List or Address Book, then multi-select Contacts you want to export and either select Export Contacts from the context menu or click the Export Contacts icon in the toolbar.
  4. In the File Download dialog, click Save.
  5. In the standard Windows Save File dialog that appears, select a location on your file system, enter a name for the file and click Save.

Results

The export file is saved to the location on your file system specified.

Columns and rows of data are created in the export file. The columns have the same names as the corresponding Contact Details (user-defined) and the following hardcoded columns:

  • SUBSCRIBE_STATUS_ID
  • EMAIL_TYPE
  • BOUNCE_STATUS_ID
  • ENABLED
  • GROUP_KEYVALUE

Each row in the export file stores data for a Contact.