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.

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