Export Users

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Exporting Users

You can export all of your users at once, or you can select users by searching and then doing a batch export.  Both export procedures are documented on this page.

1. Using the menu, go to the Data Transfer > Export > Users page.
   
   

2. To begin an export, choose one of the options available:
   
   Export All Users and follow the instructions in the first section below.
   
   Select Users to Export and follow the instructions in the second section below.

Export All Users

1. Click the Export All Users button to begin.
   
   

2. Using the buttons, select the fields to include in the export. There is a button to Select all Fields, or you can press Select None and then individually pick fields to be output.

3. For reference, a list of all user fields available for export is shown below: 
   
   

4. To start the process, click the Export [# of Users] Users button and wait for the process to complete. The image below shows the total number of records selected and the status of the export.
   
   
   
   NOTE: It can take considerable time to complete the process. This depends on the number of users and fields selected. To reduce the time for export, we recommend following the instructions in the next section.

5. When finished, you can view your user export file as shown in the example below.
   
   

6. In the first column, the file name is shown.  An archived (.zip) file is automatically created for the exported order data.  

7. The second column shows the actual size (in KB) of the order export file.

8. In the next column, you can click the Download icon to copy the order export file to your local computer.  

9. In the last Action column, you can click the Delete icon to remove the file permanently.
   
   NOTE: After the export is completed, you can also find your file in the ..\App_Data\DataExchange\Download folder.
   

Select Users to Export

1. Using the menu, go to the Data Transfer > Export > Users page, or you can go directly to the Manage Users page if you want to select which users to export.

1. Click the Select Users to Export button to begin.
   
   

2. Use the Search Users form to find users for export.
   
   

3. After clicking the Search button, the results are shown in the grid below.
   
   

4. To export, you must select at least one user by checking a box in the first column.

5. At the top of the search results, you can view the total number of users selected.  

6. Click the Update button to show a list of options. Choose the Export Selected option from the list as shown below.
   
    

7. Using the buttons, select the fields to include in the export. There is a button to Select all Fields, or you can press Select None and then individually pick fields to be output.

8. For reference, a list of all user fields available for export is shown below: 
   
   

9. To start the process, click the Export [# of Users] Users button and wait for the process to complete. The image below shows the total number of records selected and the status of the export.
   
   
   
   NOTE: It can take considerable time to complete the process. This depends on the number of users and fields selected. To reduce the time for export, we recommend following the instructions in the next section.

10. When finished, you can view your user export file as shown in the example below.
    
    

11. In the first column, the file name is shown.  An archived (.zip) file is automatically created for the exported order data.  

12. The second column shows the actual size (in KB) of the order export file.

13. In the next column, you can click the Download icon to copy the order export file to your local computer.  

14. In the last Action column, you can click the Delete icon to remove the file permanently.
    
    NOTE: After the export is completed, you can also find your file in the ..\App_Data\DataExchange\Download folder.