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How to Export Contact Information
Posted by Kevin Merta on 15 December 2011 04:16 PM

From time to time you may want to extract the contact information stored within OrderSavant to use for marketing efforts. The below instructions explain how you would accomplish this.

 

Open up SQL Management Studio on your server and connect to your database.  

 

Once connected, click on the 'New Query' button in the upper left. 

Then, pull down the menu in the upper left hand corner and select your database name.   Most of the time your OrderSavant database is called 'SolutionSavant'.

Now you will need to take the below code and paste it into the query window.

 

SELECT ISNULL(a.AccountName, '') AS 'Company', 
ISNULL(c.ContactName, '') AS 'Full Name', 
ISNULL(c.Position, '') AS 'Job title', 
ISNULL(c.EmailAddress, '') AS 'E-mail', 
ISNULL(c.Phone, '') AS 'Business Phone', 
ISNULL(c.Fax, '') AS 'Business Fax'
FROM Accounts a WITH (NOLOCK)
JOIN Contacts c WITH (NOLOCK) ON c.AccountSys = a.AccountSys AND c.CurrentValue = 1
WHERE a.CurrentValue = 1
and Not exists (SELECT * FROM Users u WITH (NOLOCK) WHERE u.ContactSys = c.ContactSys)

 

Now click on the 'Execute' button at the top of the query window and this will produce your contact list output. 

You will be able to click in the upper left hand corner and it will select everything in the grid.  You can then copy or save the results as you see fit.