Export contacts

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

You can export the address book in order to subsequently import this in Excel, Outlook, Outlook Express or another Yuki domain. It is also possible to import contacts in the Yuki administration. This works with the same formats.  

It is advisable to regularly exchange contacts between your domain and Outlook (Express), smartphone, GSM, PDA or Organizer so the contacts in both environments are always similar. In Yuki this is only possible via the import and export feature. there is no synchronisation feature available in Yuki.

Only a user with the 'Back office' role in the domain or the 'Management', 'Financial administration' or 'External accountant' role can export contacts.

Hover your mouse over the Contactsicon in the navigation bar and then click on Import & Export. 

The following screen is opened:

To view all exported address files, click on the History button. You will now see all address files that have been exported in the past.

Export contacts

All knnown data in yuki will be exported:

• Name: first name, infixes, last name, nickname
• Company: company name, department, address, fax, phone
• Person: name, address, extra address, phone at work, fax private, phone private, mobile phone, special date, name of assistant, date of birth, email address, email address 2, gender, SSN, job title, name of manager, notes, partner, webpage. 

The data will be saved in a file named 'ExportAddressen [datum].csv'.

Click on Export in order to start the process of exporting contacts.

The following screen is opened:

Address book

Specify whether you want to export all contacts from the address book or only the contacts from 'My address book'.

Contact type

You can include all contact types or only companies or contact persons in the export. 

Selection

The following contacts (addresses) can be exported:

• Contacts with tag
• All suppliers
• All customers
• Important numbers.

When you want to export the Contacts with tag you have to further specify the Tags and the Search options (Contacts).

Include inactive

It is also possible to include all the 'inactive' contacts in the export file.

Export to

Type

The choice of the type, read format (CSV, Excel, Outlook, Outlook Express and Yuki), depends on the purpose: where will the file be imported later? 

Select the type 'Yuki' when you want to import the export file into another Yuki domain.

Separator for values

The choice of the separator depends on the purpose: where will the file be imported later? In general, comma (,) or semicolon (;) will work correctly for import. 

The file will be created as soon as you click on the Export button.