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Export – Businesses / People / Invoices / Orders

Required Plugins: Business Directory / CRM  / Member Manager or Member Manger Pro

The Exporter plugin lets you export your Chamber Dashboard data, businesses, people, or invoices, filtered by membership level, category, location and more, based on your reporting needs.

Export data for reports

Export Directory Businesses to CSV

To export all Member Businesses filtered by category, city, membership level, zip code, simply download and install Chamber Dashboard Exporter plugin.

  • Go to Chamber Dashboard Settings >> Export.
  • Select Businesses, then choose the fields you want to include
  • Click ‘Download CSV’.

Voila!  You now have data from your WordPress website in just the format you need to sort, review, create graphs, etc. to meet your organization’s reporting needs.

Export Member Businesses

screenshot-export-businesses_800

Export CRM Contacts to CSV

To export all Contacts or a sub-set of Contacts based on category, city or zip code, simply download and install Chamber Dashboard Exporter plugin.

  • Go to Chamber Dashboard Settings >> Export.
  • Select People, then choose the fields you want to include
  • Click ‘Download CSV’.

Voila!  You now have data from your WordPress website in just the format you need to sort, review, create graphs, etc. to meet your organization’s reporting needs.

Export List of WordPress Contacts to CSV / Excel File

screenshot-export-people_800

Export list of paid or unpaid invoices

To export a list of your Chamber member’s paid or unpaid invoices, simply download and install Chamber Dashboard Exporter plugin. Then go to:

  • Chamber Dashboard Settings >> Export.
  • Select Invoices, then choose ‘limit by status’ and check ‘lapsed’.
  • Next click ‘Download CSV’.

Voila!  You now have a list of all of your members who’s membership has lapsed, to review and send reminders too, report to the board, or otherwise meet your organization’s reporting needs.

Export List of Unpaid Chamber Memberships to CSV / Excel File

screenshot-export-invoices_800

Export email list by category

To export a list of emails for all your contacts in a certain category, for example so you can send an email to all or your volunteers, or board members, the Advanced Exporter plugin makes it easy.

  • Go to Chamber Dashboard Settings >> Export.
  • Select People, then choose the ‘Limit by Category’ option.
    • Hint: you can include more than one category.
  • Choose the fields you’d like to export, including Email Addresses.
  • Click ‘Download CSV’.

Voila!  You now have a list of email addresses that can be copied right into the ‘To’ line of your message.

Export List Email Contacts to CSV / Excel File

Export List of Emails, Chamber Dashboard

Download a ‘Call Sheet’

Using the Chamber Dashboard free CRM plugin, your staff has shared access to contact information for your member Businesses. They can log in to your website anytime to look up a specific contact name or number.

However, sometimes it’s easier to work from a printed page; to download a list of contact names & numbers for all member Businesses to make follow up calls for example.

(Note: you’ll need the Advanced Exporter plugin to complete this task.)

To export a list of Business Listings including the contact person associated with the business, and their contact information, you will need the following setup & installed:

  • Business Directory plugin
  • CRM plugin, in which the People records in your CRM have been connected to their Business Listings
  • Create a People Category called ‘Contacts’
  • Advanced Exporter plugin
  • Go to Chamber Dashboard >> Export
    1. Choose People
    2. Select your category
    3. Choose the fields to export
Chamber Dashboard Exporter Call Sheet
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