How to export History and Contact details from GoldMine

Version 1

    Details

    How to export History and Contact details from GoldMine


    Resolution

    1. File > Import and Export > Export GoldMine Data to an XML file...



    2. In the wizard, choose Export to a new XML file > NEXT



    3. Choose Contacts   > NEXT



    4. Choose Either All Contact Records, or a Filter/Group if you have one setup  > NEXT



    5. Under Contacts, choose all the items to export - HISTORY  > NEXT



    6. Choose GoldMine all the History Activities types you want to export



    7.  Set the Date range if you want to narrow down when History items are from. If  you want all, don't check the Date Range box (to start from the  beginning of time, choose 1/1/1980 to today's date)  > NEXT



    8. Choose Include file paths of external files in the destination export file > NEXT



    9. Enter a path for the *.XML file to be saved to > NEXT



    10. Choose either No or Yes to save the profile settings. If you say yes, enter a profile name. > NEXT



    11. FINISH