Export to CSV

SMMware allows you to export data to a CSV file (comma separated variable) from the Client Manager, the Organization Manager, the Contact Manager, and the Associate Manager. Any filters you apply to the listing will also apply to the export.

In each of the above cases, the filter section has an “Export to CSV” button. After you click on it, you will get a popup window asking you to save the file to your hard drive. From there, you can use that file as needed. Two example uses are to import into MailChimp, and to import into Excel for general manipulation.

You can watch our YouTube video “Exporting to Excel” for a step by step demonstration.