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Exporting members and other contacts

You can export your contact and membership data from your Wild Apricot account to a spreadsheet file. There are a number of reasons you might want to export data for members and other contacts.

  • You can open the spreadsheet in Excel for further processing, analysis, formatting, or printing.
  • You can use the export feature as a way of backing up your contact and membership data. The exported spreadsheet file can be imported back into Wild Apricot to restore contacts and their data.
  • You can adjust data in the spreadsheet then import the modified spreadsheet as a way of making bulk updates to your contact database.

You can export all your contact or membership data, or filter your contact or member list so you can export data for the selected members or contacts only.

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You can also use Wild Apricot's API to create your own custom programs that automatically retrieve contact data from your Wild Apricot account.

Exporting contacts

To export your contact data to a spreadsheet file, follow these steps:

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  1. Hover over the Contacts menu and select the List option.
  2. If you want to export only selected contacts, filter the list.
  3. Click the Export button. 

  4. On the screen that appears, select the export file format – XLS, CSV, or XML.


     
  5. Choose which fields to include in the export file. 
  6. Click the Export button.

While the export file is being generated, you can click the Continue working button and safely switch to another Wild Apricot admin screen.


Once the file is generated, you'll receive an email with a link to the file.

If you waited until the export file was generated, the file will be automatically downloaded. As well, a dialog with a link to the file will appear, and an email with the link will be sent to you.

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Before clicking the download link within the email, make sure you are logged into your Wild Apricot account as an administrator, and in admin view.

Exporting members

To export your member data to a spreadsheet file, follow these steps:

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  1. Hover over the Members menu and select the Summary option.
  2. If you want to export all members, click the Export all button. 



    Otherwise, filter the list then click the Export button. 

  3. On the screen that appears, select the export file format – XLS, CSV, or XML.
  4. Choose which fields to include in the export file. 
  5. Click the  Export  button .

While the export file is being generated, you can click the  Continue working  button and safely switch to another Wild Apricot admin screen.  Once the file is generated, you'll receive an email with a link to the file.

If you waited until the export file was generated, the file will be automatically downloaded. As well, a dialog with a link to the file will appear, and an email with the link will be sent to you.

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Before clicking the download link within the email, make sure you are logged into your Wild Apricot account as an administrator.

Exported columns

You can choose the columns to be exported as part of the export process.

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You can choose from the following columns:

  • User ID 
  • First name 
  • Last name 
  • Organization 
  • Email 
  • Phone 
  • Password
  • Group participation 
  • Archived 
  • Subscribed to emails 
  • Subscription source
  • Event announcements
  • Member emails and newsletters
  • Administration access
  • Created on
  • Profile last update
  • Updated by
  • Balance
  • Total donated
  • Membership enabled 
  • Membership level 
  • Membership status 
  • Member since
  • Renewal due
  • Renewal date last changed 
  • Level last changed 
  • Access to profile by others
  • Details to show 
  • Photo albums enabled 
  • Member bundle ID or email 
  • Member role 
  • Notes

...plus any custom fields you have added.

Also, the Password column will be exported if you select the Export all fields option. The exported Password column will always be empty, but can be used to import passwords.

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You cannot export picture fields or the photos displayed using them.

Any date fields that you export will be formatted using the date format that is selected on your  Organization details screen.

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Wild Apricot Inc. 144 Front Street West Suite 725, Toronto, Ontario, Canada M5J 2L7