You can export contact information as either a PDF or CSV file from Sion. When exporting the information you’ll have options to customize the amount of information and the format of the information in your download.

On the Contacts page, select the tab for Clients or Suppliers based on which contacts you want to export.

Note: Any filters or searches you’ve run will affect the information exported. Only the records displayed in the contact list will appear in the export. For more information on using the filters on the left of the Contact page, see the article here.

Once you’ve selected the correct tab, click Download in the top right.

The Export window will open, where you can customize your download. There are three tabs in the window to select your export settings, we’ll go through each in this article.

Note: There are Presets that you can use to keep your download settings as a template for later exports. See the article here on Export Presets for more information, the article is for bookings presets but the process is the same to use and create presets for contacts.

By default, the File Settings tab displays in the Export window. Here is where you select the type of file that you want to export and the basic settings for it.

The first step is to choose to export your information as either a CSV or PDF. Click the appropriate file type.

Once you’ve selected your file type, you can enter the Filename for your export.

In the right section of the window, you’ll see an option to email yourself a copy of the export file. Toggle the switch for Email me a copy of the file and the email associated with your Sion account will receive the file.

Dark gray means that an option is selected and the switch was toggled to the right. Light gray means that you will not receive an email and the switch was toglled to the left.

Once you’re done with your selections, it’s time to select the columns you want in your export.

Click the Columns tab in the Export window.

By default, certain columns will already be selected. Columns with a checkmark will appear in your download. You can click individual checkboxes to add or remove the column from the download.

To add all columns to your download, toggle the switch in the top right to the right.

To deselect all of the columns, toggle the switch at the top back to the left.

Note: You must have at least two columns selected in order to export a report. Otherwise, you’d be running an empty report!

Make sure you have selected all the desired columns before moving on to ordering the columns in your download.

Click the Order tab at the top of the Export window. Here you can select what order the columns you selected appear in your downloads.

Use the arrows to move a column up or down in its display order or use the left dropdown to select what order a column will display.

The columns will display in left to right order, with 1 being the left most.

When you’re done, click Export to download your information.

If you selected the email option, you will receive an email with the file as an attachment. If you did not choose to have the report emailed to you, you will need to download the file.

A Notifications window will appear on the right. Hover over your download and you’ll see an option to Download File. Once you click the button, the file will be saved on your device.

You also have the option to Delete the file if you no longer want it.