Export Member Data

Link: https://support.brilliantdirectories.com/support/solutions/articles/12000039479

Overview


The data for the website’s members is conveniently stored and accessible within the website admin panel. Sometimes it’s necessary to export this data to be used for other purposes.

The Export Member Data add-on can quickly export specific member data (email addresses, phone numbers and more) into a .csv file that can downloaded and used with other applications.


How To Get This Add-On
  1. Websites with the VIP Add-Ons Club automatically have this add-on available: 
Join The VIP Add-Ons Club
  2. Purchase Individually: Export Member Data Add-On


Using the Add-On


This tool helps export members with ease. With this tool, one will be able to filter certain members and export the member's information. To use this simply follow these steps:


In the admin dashboard go to My Members » Search Members. Filter the members if needed, hover over List Actions and click Export List of Current Member Results to export the search results:


Search Members page with List Actions open and Export List of Current Member Results marked



Select the fields to export or simply tick Select All Fields, then click Continue with Export:


Export Members window with Select All Fields and Continue with Export marked


The whole flow, from List Actions to Continue with Export:



On the next export, the previously selected fields will be remembered for future exports. These fields will be displayed in Selected Fields, with the number of selected fields beside the heading:

Selected Fields panel of the Export Members window


Important Note: If the Multi-Location Listing Add-On is active on the site, a field will become available for the admin to select and include them in the export file:


service_areas field in the Export Members window


All service areas will be included in parenthesis and will be comma separated:


The exported member CSV open in a spreadsheet, with the service_areas column showing each member's service areas in parentheses, separated by commas.


Important Note: If the Member Credits System Add-On is active and the enable_credit_system setting is on, a member_credit_balance field becomes available. It exports each member's current credit balance, and members without a billing record export 0:


member_credit_balance field in the Export Members window


The download should start right away as a zip file:


The Success pop-up after a member export, with Chrome's downloads list showing the export_members zip file.

A Mac Finder window with the downloaded export_members zip file and the export_members_export_files folder it unzips to.


Opening Zip Files

  1. To unzip a single file or folder, open the zipped folder, then drag the file or folder from the zipped folder to a new location.

  2. To unzip all the contents of the zipped folder, press and hold (or right-click) the folder, select Extract All, and then follow the instructions.




Exporting Form Inquiries


This add-on will also allow  to export inquiries received from  forms.


To export the inquiries, go to Emails » Forms Inbox, hover over List Actions and click Export Current Results:


Forms Inbox with List Actions open and Export Current Results highlighted.



The export follows the filters applied to the inbox, and at least one form must be ticked under Filter Forms first; otherwise an Export Error asks for a filter form option.


For example, to export only the inquiries received from one form, open Filter Forms, tick that form, then click List Actions » Export Current Results:


Forms Inbox with one form ticked under Filter Forms and List Actions open on Export Current Results.


A verification step will pop up; click Yes, Continue to create the file:


The Form Inquiries Export confirmation asking Do you want to export the Form Inquiries?, with Yes, Continue.


A zip file will be available to open the file downloaded:


Forms Inbox after an export, with Chrome's downloads list showing the export_form_inquiries zip file.




Exporting Member Posts


With this Add-On it is also possible to export member posts.


1. Go to My Content » Manage Posts, choose the post type under Select Post Type and use the available filters to search for the posts:


Manage Posts with a post type chosen under Select Post Type and the post filters.



2. Hover over the List Actions button and click on Export List of Current Results:


Manage Posts with List Actions open and Export List of Current Results highlighted.

3. Select the fields to export or simply Select All Fields and click on Continue with Export:


The Export Posts window with Select All Fields and Continue with Export highlighted.


On the next export, the previously selected fields will be remembered for future exports. These fields will be displayed in Selected Fields, with the number of selected fields beside the heading:


The Selected Fields panel of the Export Posts window, listing the fields chosen for the export.



4. A new pop up will show asking for confirmation, click on Yes, Continue (1) for the download to begin:


The Posts Export confirmation asking Do you want to export these Posts?, with Yes, Continue (1).



5. A Success pop-up confirms that the posts export is completed:


The Success pop-up confirming the posts export is completed, with a Close Window button.


6.  Choose the location to save the file: 


The Mac Save As window for the export_posts file, with the Where location and the Save button highlighted.



7. Open the downloaded file:


Manage Posts after an export, with Chrome's downloads list showing the export_posts zip file.



Export Smart Lists

The Export option in Smart Lists allows the list to be downloaded as a CSV file. Member smart list exports match the format used in the standard Search Members export, while exports from inquiries, such as Newsletter Subscribers, include data specific to those submissions.