The contacts environment in MICE is an important part of managing your relationships. Sometimes it is also necessary to use client and contact data outside MICE. Therefore, it is possible to export contacts including contact details from your system to an Excel file.
In this article, we explain:
How to export contacts?
To export contacts, go through the following steps:
From the main menu, go to 'contacts'.
(Optionally) select 'clients' or 'contacts' in the main menu.
Click on the 'export' button in the top right corner of the screen (see image below).
The contacts are exported and the Excel file is automatically downloaded.🥳
Which data can be found in the export file?
You can export both clients and contacts from your system. Important data is exported to an Excel file. Below is an overview and explanation of all the data you will find in the export file.
Tip: In the export file of contacts, you can see for each contact which organization he/she belongs to.
Client data in the export file
Column | Explanation |
ID | Client identification number |
Name | Name of organization |
Customer reference | Client reference number |
Client's email address | |
Phone number | Client's phone number |
Secondary phone number | Client's secondary phone number |
Address | Address (street + house number) where client is based |
Zip code | Zip code where client is based |
City | City where client is based |
Country | Country where client is based |
VAT number | Client's VAT number |
Payment term | Client's default payment term for invoices |
Locale | Client language |
Date added | Date when client was created in your account |
Total value | Total value of events from client |
Attributes | All attributes of object type clients |
Contact data in the export file
Kolom | Uitleg |
ID | Contact identification number |
First name | Contact's first name |
Last name | Contact's last name |
Email address of contact | |
Phone number | Phone number of contact |
Secondary phone number | Secondary phone number of contact |
Address | Address (street + house number) where contact is based |
Zip code | Zip code where contact is based |
City | City where contact is based |
Country | Country where contact is based |
Client name | Organization name of contact |
Customer reference | Contact reference number |
Mailings | Enable all (automatic) e-mails for contact |
Locale | Date when contact was created in your account |
Total value | Total value of events from contact |
Attributes | All attributes of object type contacts |