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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 >> CD Settings >> Import/Export.
  • Select Businesses, then choose the fields you want to include.
  • Click ‘Download CSV’.

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

Export Member Businesses

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Export list of new members

To export a list of new members for the month:

  • Go to Chamber Dashboard >> CD Settings >> Import/Export.
  • Select Businesses & export all Businesses.
  • In Step 3, set the fields you would like to export including name & date published.
  • Click ‘Download CSV’.
  • Sort your CSV/Excel file by ‘Date Published’ field.

NOTE: The ‘Date Published’ field will not be populated for Draft Businesses.


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 >> CD Settings >> Import/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


Export list of paid or unpaid invoices

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

  • Chamber Dashboard >> CD Settings >> Import/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 membership renewals to CSV or Excel file

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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 >> CD Settings >> Import/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 or Excel file

Export List Email Contacts to CSV / Excel File

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 >> CD Settings >> Import/Export :
    1. Choose People
    2. Select your category
    3. Choose the fields to export
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