How to export out of GoldMine to an Microsoft Excel spreadsheet

Version 3

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    Needs assistance exporting out of GoldMine to an Microsoft Excel spreadsheet


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    To use the export wizard:

     

    1. log into GoldMine

    2. Go to File>>Import and Export Contacts>>Export Contacts

    3. Select Export to a new file and .CSV file

    4. Next

    5. Select which filter or group you want to use

    6. Next

    7. select which fields you want to export for the contacts

    8. Next

    9. Use the 3 dots (...) to browse out to a location where you can save this (Desktop works) and give this file a name (e.g. Ontario)

    10. Check Export field names that have mappings as the first record

    11. Next

    12.Select Yes to save the settings for future use or select NO if you don't want these settings saved

    13. Next

    14. Finish

    15. Open the file with Excel (if the system is not set to open CSV files in Microsoft Excel you need to use the Right Click >> Open with feature of the Windows File Explorer) and check the file and verify that it has the fields and data you expect to see