Congressus allows you to export your member administration effortlessly. You can export your entire member administration, but you can also just export a member status or a filter that you have created. The data can then be exported in an Excel file or to your browser.
To create an export you can navigate to 'Members' and select the member status or filter you wish to export. You then click on 'Export' in the top right. As we have mentioned you can differentiate between the following:
Excel download
Only names export
With this export you will export Member ID, Sex, Title, Initials, First name, Insertion, Last name and degree if these are available for your members
Basic export
This export will export the same things as the only names export, however, it will also include the primary contact info and the data related to the membership
Full export
In the full export, you will find all the data related to your members. The image below shows what a full export could look like.
In browser
You can also export email addresses, mobile phone numbers and home phone numbers to your browser. This looks like the following:
Custom export formats
With the Pro and Enterprise packages you choose, in the new interface, which columns a member export contains and in which order.
Go to 'Settings > Member administration > Export formats' and click 'New export format'
Give the format a name and, optionally, a description, and click 'Next: add columns'
In 'Add columns', tick the information you want to export. Tick a heading to add everything under it; a field such as an address can be opened to pick only some parts
Drag the columns into the order you want
In the overview, click 'Test export' next to a format to download it for one member and check its columns
Under 'Export', your formats are listed under 'Custom export formats', next to the standard exports.
