Contact Management System
 
Contacts

Instructions for creating a database export file from GoldMine


  1. Open your GoldMine Database.

  2. Select Tools > Import/Export Wizard > Export Contact Records...to launch the Export Wizard.



  3. Choose Export to a new file and ASCII file. Click Next.



  4. Specify which contacts you wish to export from the pull-down menu. Click Next.



  5. Click on the field name in the GoldMine Fields column and click Add Field to specify which data fields you wish to export. Click Next.

    In order to take advantage of the marketing mailings through CMS, you need the following fields: Address1, Address2, City, Company, Contact, Country, E-mail address, State and Zip.



  6. Designate a file name and location for your exported data file.



    • We suggest that you click Browse to the right of the text entry box and choose your Desktop as the location.



    • Use a combination of your first and last name then as a filename. Example: if your name is Joan Smith, then your filename will be joansmith. Click Open.





  7. Click Next to continue.

  8. Click Yes to save your export settings for future use. Click Next.



  9. Click Finish to begin your export.



    to the CMS Import Data page and browse for the file that you just created.