Export Contacts

PTOffice allows you to export your contact information in a number of ways.

Here's how to export your contacts in various ways:

1. LOGIN to PTOffice at https://tools.ptoffice.com
2. Choose CONTACTS from the hamburger menu in the upper-left hand corner
3. Proceed to export as desired by following either of the next steps below

EXPORT BY INDIVIDUAL:

1. Search for the contacts you wish to export
2. Click the SELECT ALL checkbox to select all the returned contact records
3. Click the three dot menu option next to any selected contact record and choose EXPORT > ALL SELECTED CONTACTS

EXPORT BY FAMILY:

1. Search for the contacts you wish to export
2. Click the SELECT ALL checkbox to select all the returned contact records
3. Click the three dot menu option next to any selected contact record and choose EXPORT > ALL FAMILY MEMBERS

NOTE:

• We recommend checking the "Include all date from selected records" checkbox when exporting a backup copy of your membership data to include all data.
• Some computers will not recognize the .xls file format and show a warning. It is OK to proceed past this warning.