Export contacts as Excel
The following article describes how contacts can be exported / synchronized to an automatically updating Excel list, which can then be used for further processing.
Go to Contacts in the project. You can then use filters to set which contacts are to be exported. Only the visible contacts are transferred to the list after filtering. Once the filters have been set, click on the Export icon.
A "query.iqy" file is now downloaded automatically. This file establishes a direct connection to the contacts in buildagil.
When the file is opened, Excel opens automatically. Click on Activate in the security message so that the connection between the Excel file and buildagil can be established.
In the Excel list, all contacts are now displayed with the live status, if a contact is edited in buildagil, this is updated in the Excel file.
You can use this role to make your own evaluations. You always work with the latest data, as there is a constant connection with buildagil.
Export contacts
Go to Contacts in the project. You can then use filters to set which contacts are to be exported. Only the visible contacts are transferred to the list after filtering. Once the filters have been set, click on the Export icon.
A "query.iqy" file is now downloaded automatically. This file establishes a direct connection to the contacts in buildagil.
When the file is opened, Excel opens automatically. Click on Activate in the security message so that the connection between the Excel file and buildagil can be established.
In the Excel list, all contacts are now displayed with the live status, if a contact is edited in buildagil, this is updated in the Excel file.
You can use this role to make your own evaluations. You always work with the latest data, as there is a constant connection with buildagil.
Updated on: 15/11/2024