Contacts: How to Export

PerformerTrack Exports Contacts as a .CSV File

PerformerTrack makes exporting your contacts quick & easy!  All of your Contact’s information is exported to a ".csv" File (Comma Separated Value).

Simply put, having your Contacts export as a ".csv" file means you can do just about anything you want with your contacts. Export them out of your PerformerTrack account and then import them into programs such as Microsoft Word to do a mail merge, create mailing labels, etc.  Or, open your Contacts in a spreadsheet program like Microsoft Excel. With a .csv file you can import your Contacts into other contact managers like Microsoft Outlook, Gmail, etc. Heck, you can even upload your Contacts into newsletter services such as MailChimp, Constant Contact or MailerLite. There is virtually no limit to what you can do with your Contacts once you export them out of your PerformerTrack account!

How to Export All Contacts

STEP 1) Go to the 'Contacts' section

STEP 2) Make sure that the “Contact Type (Primary)” and “Contact Type (Secondary)” dropdown field boxes are each set to “ALL”.

STEP 3) Click the “Export” button. A pop-up window will appear - click the "Download Export File" 

That’s it! The file will be in your 'Downloads' folder on your computer with the default file name "PT-ContactEXP.csv"

How to Export Contacts by Type

STEP 1) Go to the 'Contacts' section

STEP 2) Select from the “Contact Type (Primary)” dropdown field box the type of Contacts you would like to export (i.e. – Agents, Casting Directors, Producers, etc.).

STEP 3) Click the “Export” button

That’s it! The file will be in your 'Downloads' folder on your computer with the default file name "PT-ContactEXP.csv"

USEFUL TIP!

Rename the file so that you will know which list it is (for example – “CastingDirectors.csv”)

How to Export a Targeted List

STEP 1) Go to the 'Contacts' section

STEP 2) Select from the “Contact Type (Primary)” dropdown field box the first type of Contacts you would like to export (i.e. – Agents, Casting Directors, Producers, etc.)

STEP 3) Now select from the “Contact Type (Secondary)” dropdown field box the second type of contacts you would like to export (i.e. – “Target List A”, “Warm Leads”, “Golfers”, etc.)

STEP 4) Click the “Export” button

That’s it! The file will be in your 'Downloads' folder on your computer with the default file name "PT-ContactEXP.csv"

USEFUL TIP!

When you save the file rename it so that you will know which list it is (for example – “CastingDirectorsListA.csv”)