Export Contacts

PTOffice allows you to export your contact information in a number of ways. Because PTOffice is one of the only truly family-based management system, you may find one export is in a better format than another.

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

1. LOGIN to PTOffice
2. Choose CONTACTS from the hamburger menu in the upper-left hand corner

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

EXPORT ALL CONTACT DATA:

1. Choose SETTINGS from the hamburger menu in the upper-left hand corner
2. Choose BACKUP
3. Click the CREATE BACKUP FILE link

The system will now create a backup file of your entire account. You can download this spreadsheet in Excel format by clicking on the download icon next to the desired backup file. This spreadsheet will have an ACTIVE MEMBER DATA and an ALUMNI MEMBER DATA tab along the bottom which will list all the contacts in your account.

Good to know:The backup file IS NOT A RESTORE POINT and the various information CANNOT BE RE-IMPORTED as a new account.