How do I export my data from Batchbook?

You can export some or all of your records at any time in either a vCard or CSV file fomat from the Lists & Reports tab:

Step 1: Click "Contact List" button

Step 1: Click "Contact List" button

Step 2: Enter a list name and description

Step 2: Enter a list name and description

Press the save button once you've named the list.

Step 3: Choose Desired Records

Step 3: Choose Desired Records

Select Add All Records to include all records, or Add by Search Criteria (shown above) to filter which contacts you want to export.

Step 4: Select List Data

Step 4: Select List Data

To review the List Data, just click on the pencil (Edit) icon, then check the box next to each item you want to export along with your records.  You can export as much, or as little information about the contacts you selected in Step 3, as you'd like!

Step 5: Export Your Data

Step 5: Export Your Data

Now, click either Export vCards or Export CSV, and choose a location on your computer where you would like to download the CSV file. If your export is large we'll notify you by email when the export is complete along with a link to download your file. vCards will be emailed to the address associated with your account.

NOTE: We're not able to export company records in the vCard format at this time. However, if an individual contact has an associated company, then that data will be included in the vCard export for that individual.