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Export the Company Directory to CSV or PDF

Objective

To export the Company Directory to a Comma Separated Values (CSV) or Portable Document Format (PDF) file. 

Background

The Export Data As feature provides users with a way to download data stored in a tool. The Export Data As feature supports two file formats (e.g., CSV and PDF). Depending on your web browser's settings, the system will either open the file or download it to the 'Downloads' location on your computer. Typically, this is a 'Downloads' folder on your computer. However, your browser's settings may be different. See your web browser's Help system or visit the manufacturer's support site for to learn how to change the download location. 

Things to Consider

  • Required User Permission: 'Standard' level permission or higher on the company's Directory tool.

Steps

  1. Navigate to the company's Directory tool.
  2. Next to the 'Export Data As' label, click one of these buttons:
    • PDF. Downloads your company's Directory data as a PDF file (Note: The PDF provides a print out summarizing all of the Company and Persons in the database. It also lists any Distribution Groups that have been created). 
    • CSV. Downloads your company's Directory data as a CSV file (Note: The CSV file contains these data columns for each record in the directory: Person/Vendor Id, First Name, Last Name, Company, Job Title, Country, Address, City, State, Zip, Business Phone, Mobile Phone, Fax Number, Email, Tags/Keywords, Project Roles, Trade(s), Permission Template, and Standard Cost Code List).

 

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Last modified
09:35, 12 Aug 2016

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