Lexicata allows you to easily export contact lists to a spreadsheet in .csv format, which is also compatible with Microsoft Excel.
Exporting to a CSV file is helpful when trying to import contacts into other software programs, when you need to do a mail-merge to fill in addresses and send out physical mailings, or when you are trying to run more in-depth analytics that are not currently available through Lexicata.
Note, Only "Admin" account users will have access to this feature.
If you navigate to the contact index page, the "Export to CSV" link is found at the bottom beneath your list of contacts.
Exporting a filtered list
If you click the "Export" link with no filters applied, your entire database of contacts will be exported. If you want to export only a specific subset of contacts, such as just your clients, simply use the filters in the "Apply Filters" menu to narrow down your list before exporting.
You can filter the list down by Tags, Lead Sources, or Contact Types in order to get precisely the group of contacts needed in the export. Only the current list of contacts on the index page will be exported, but the export will include all pages of matching contacts (since not all contacts are displayed on a single page).
Once the export is complete a CSV spreadsheet file will be emailed to you at your registered email address.
Fields in the export
The fields that are included in a contact export file include:
- Created at date
- First name
- Middle name
- Last name
- Company name
- Primary Email
- Work Email
- Home Email
- Other Email
- Primary phone number
- Work phone number
- Home phone number
- Cell phone number
- All the contact custom fields
NOTE: Contact notes do not get exported into the CSV file at this time.
Advanced Reporting with Excel
If you would like to run some custom reports that are not available in Lexicata then we recommend downloading your contact or matter list to a CSV file and running the report in Excel.
For example, if you want to find out the most common source of hired leads in the past month you could download your contact list to a CSV file, open it in Excel and filter the list to contacts with the type “Hired” and the created date to all dates within the last 30 days.
You would then be able to write an Excel formula to find the most common sources for this filtered list of contacts.
Only "Admin" account users will have access to the "Export to CSV" feature. "Normal" account users will not see this feature, and will not be able to download multiple contacts into a .csv file.
Both "Admin" and "Normal" users will be able to export individual contacts into a .csv by clicking on the "Export" button in the "Options" box of the Contact Info Page.
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