EMAILS: How to export your emails to a CSV file



After adding all your emails to UpdateCase you can easily export these emails to a CSV file which you can open in your favourite spreadsheet program. 

 

# 1 > Login

After you login to UpdateCase
-> Click 'Menu'
-> Click 'Emailers'


# 2 > View Groups

Click 'View Groups' 
-> for the group you would like to export from


# 3 > Export

Click 'Export to CSV' from your desired group
-> This will open a popup that will ask you where to save this file (normally it saves to your downloads folder)
-> On the popup choose 'save as' and click OK to begin the download


# 4 > Downloaded

The file was now downloaded to your DOWNLOADS folder
-> OPEN your downloads folder to find the file that was downloaded

NOTE: Some browsers download the file as .HTML if you see a .HTML as the end of the file simply change this to .CSV


# 5 > OPEN file

To open the file right click on the file and choose 'open with' and choose your favourite spreadhseet program
-> We recommend LibreOffice.com (it is great for managing CSV data)


# 6 > File type

When you open a CSV file you need to disclose to the program the type of file
-> Ensure you choose 'Comma'
-> Then click 'OK' to open the file


# 7 > Spreadsheet

You have now opened your file in LibreOffice
-> You can now view / manage all your emails / info 


Other Instructions

Below are many other instructions that show you how to use your UpdateCase application