How to Export a List of Contacts and Email Addresses from Sage CRM

by | Sage CRM Support

How to Export a List of Contacts and Email Addresses from Sage CRM

by | Jan 16, 2020 | Sage CRM Support

A step-by-step guide

In this edition of Sage CRM Support, you will learn how to generate a list of contacts with their email addresses using Sage CRM.

The CRM system is the central database of contact information and data, but at times you may need to upload that information into some other system, such as a third-party marketing campaign application, or to manage information manually in spreadsheet format.

The default method for accomplishing this is to export lists of contacts to Microsoft Excel in whatever format you need, including XLSX, CSV, TXT, or other formats. Once those lists are in Excel, users can then open the files, save to the desired locations, determine the formats to use, and make any edits needed.

There are multiple ways to export contact lists from Sage CRM to Excel, including:

  1. Exporting the regular Sage CRM Person/Contact search results to Excel
  2. Creating a Person/Contact Group and exporting it to Excel
  3. Creating a standard Sage CRM report and exporting it to Excel

In order to export groups and searches to Excel, you will need to navigate to Administration > E-mail and Documents > Documents & Reports Configuration and assign the ability to “Export to File in Search/Groups” to All Users, Info Managers, or Admin only, as shown below:

You can give access to Groups and Reports to individual Sage CRM users in Administration > Users > User Setup.

Then, you can choose one of the methods below to export your contact lists and email addresses from Sage CRM to Microsoft Excel:

Export contacts and email addresses using a search list

1. Navigate to the Search > Person option.

2. Generate a list of persons that displays their business email addresses.

3. Click Export to File:

Export contacts and email addresses using Sage CRM groups

1. Navigate to My CRM > Groups:

2. Select or create a Person Group that displays email addresses.

3. Click Export to File:

Export contacts and email addresses using Sage CRM reports

1. Navigate to Reports > General:

2. Select a Person List with email addresses.

3. Set Export to XLSX, then click Go.

Looking for a helping hand with Sage CRM?

Our OnTrack CRM Success System helps you get the most from your CRM investment with support services including:

  • unlimited diagnostic support
  • unlimited answers to “How do I …?” questions
  • annual system audits
  • regular progress calls from a dedicated account manager
  • + additional valuable services!

We offer OnTrack in both month-to-month or annual subscriptions, and because we stand behind what we do, we offer a 100% money-back guarantee and you can cancel your plan at any time!

Colin Chambers is a senior CRM consultant at Azamba. He has served as a CRM and ERP consultant, small business owner, and CRM practice director in his 23-year tech career. In that time, he has completed more than 100 CRM implementations, primarily in the petroleum marketing, software, healthcare, and U.S. government contracting sectors.

Colin's goal is to leverage technology to simplify and streamline sales and service processes, increase user adoption, and ultimately, to empower salespeople to increase sales.

Related articles:

Ch-Ch-Changes: Altering Font Color, Size and Face in Sage CRM

Ch-Ch-Changes: Altering Font Color, Size and Face in Sage CRM

How to Change Font Color, Size and Face in Sage CRM   Look out you rock 'n' rollers. Sage CRM is one of the most flexible CRM applications on the market today. Looking to add a custom page, tab and/or panel to Sage CRM solution? Well I have some good news for...

Post Sage CRM Upgrade Gadget Template Error

Post Sage CRM Upgrade Gadget Template Error

If, after upgrading Sage CRM from 7.1 to any later version of Sage CRM, an error message appears after opening the gadget template in the Dashboard, then the issue is likely caused by data issues on the Notification gadgets in the LPGadget table. In order to eliminate...

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *