Exporting Data

Exporting Data

Overview

Actions

Export Data

Sub-Panels/Related Information

Availability
  • Standard
  • Professional
  • Enterprise

Overview

You can export ProTracker records to a comma separated value file (.csv filetype). The file contains all the fields in the module from which you are exporting the data.

The .csv file displays column titles, including the Record ID (a long string of letters and numbers used as a unique reference to each record) and all the other fields in the module. Use Microsoft Excel, Notepad, or other text editors to open .csv files.

Notes:

  • When exporting values for dropdown options, ProTracker exports the ID associated with each option (that is, item name) and not the display labels.
  • If you are exporting records that are assigned to multiple teams, the Team Name column displays all the assigned teams for each record.

Actions

Export data

To export data from ProTracker

  1. Open the List View of the module for the records you want to export. For example, to export Accounts records, click Accounts > View Accounts on the Navigation menu.
  2. Select the records you want to export by doing one of the following:

    To export…

    Then…

    One or more records, but not all

    Click on the selection box associated with the record(s) you want to export

    All the records on the current page

    Click Select This Page on the dropdown located above the selection box column.

    All the records on the list

    Click Select All on the dropdown located above the selection box column.

  3. Click Export in the List View Actions dropdown.
    The Save As popup displays.
  4. Enter the name of the file in the File name box, and then click Save.

Sub-panels/Related Information

See also:

Account Categories

Account Histories

Account Types

Accounts

Activity Types

Beneficiaries

Business Insurance

Calls

Cash Flow

Client Score

Client Types

Clients

Companies

Contact Types

Contacts

Contract Types

Contracts

Disability Insurance

Documents

Email Templates

Employees

Estate Documents

 

Final Arrangements

Fee Schedules

Gift Tax Credits

Gifting

Goals

Health Insurance

Homeowners Insurance

Income in Respect of a Decedent

Investment Policy Statement

Leads

Life Insurance

Long Term Care Insurance

Medicare

Meetings

Notes

Office Gifts

Offices

Opportunities

Pensions

Positions

Prices

Products

Professionals

Proposals

Relatives

Reviews

Service Teams

Services

Social Security

Suitability

Targets

Target Lists

Tasks

Proposals

Tax Estimates

Tax Forms

Tax Rates

Tax Returns

Transactions

Transaction Schedules

Trustees

Trusts

Vehicle Insurance

Umbrella Insurance

Wills

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