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Export help

Question asked by JennyBoyd on Oct 11, 2011
Latest reply on Oct 11, 2011 by philmodjunk

Title

Export help

Post

I am volunteering with a small nonprofit to help them transition from Filemaker to a new CRM. As part of this, I need to export their data into a CSV or Excel file.

I need to either:

  1. Export data from all fields in their database - or -
  2. Create a unique indentifying code so that I can pull the data from the system in different spreadsheets, but tie the data together in the new system using the unique identifier.

I've had difficulty exporting all data from all fields in one spreadsheet. As far as I can tell, the data can only be exported from a layout if I am currently in that layout.

It also appears that there is not a unique identifier automatically created in Filemaker, this is something that I need to create myself.

I would love feedback on how to complete either task - either exporting data from all fields in all layouts in the system into one spreadsheet that I can then manipulate OR help in creating a unique identifier field that will autopopulate the existing records.

Thanks in advance for the help.

Jenny

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