There are a few ways of downloading contact information from the Vuelio Database. Exporting contact data is a key feature of Vuelio, and this guide will also address its limitations and workarounds for effective management.
Please note: We advise not to keep information downloaded for extended periods of time. The beauty of the platform is that the contact information is updated on a regular basis. Therefore contact details may change in between you downloading and using the information at a later date.
Individual Profile Information
Navigate to a contacts profile via quicksearch and you have the opportunity to download the entire profile to a PDF document:
From this selection, a new window will provide you with the options of what specific info you would like to download. Just un-select what you don't require and click 'Download':
In Bulk
You may also download contact information in bulk - To do this, consider the following alternative methods:
Save Contacts to a Group:
Add the desired contacts from the Contact/Outlet profile to a Group.
Navigate to the saved Group and use the 'Export' option to export the contacts >
Use the Contacts Module with Outlet Filtering:
Open the Contacts module in Vuelio.
Use the Outlets filter to find the organization you are interested in (e.g., 'a specific outlet or organization').
Select the relevant contacts that match your filtering criteria.
Use the 'Export' option to create a downloadable file of these contacts.
3. From a new search you have conducted:
Run a new search.
Before saving it to a group, click the Actions button and select "Export CSV". This will save your selected contacts/outlets to an Excel file: Note: Although the system mentions Excel, files are typically exported in CSV format, which is compatible with most spreadsheet software >
