Export Your Data to a CSV or TSV File

You can export your data from Daylite as a CSV or TSV file. Both formats open in spreadsheet apps like Numbers and Excel, as well as other tools. This gives you the flexibility to sort and filter your data, create reports, share contact lists, or import your data into another systems.

Use filters and Smart Lists to narrow down the data you see before copying or exporting. This makes it easier to display only the records you want to work with. Learn how to use filters and Smart Lists.

  1. Choose the type of record you want to export: People, Companies, Projects, Opportunities, Groups, Tasks, Appointments, or Notes

  2. Choose View > Multi-Column List

  3. To adjust the columns, Control-click a column header to show or hide columns, then drag headers to reorder them

  4. Select the records you want to export

  5. Choose File > Export > Export Visible Columns and Selected Rows to File

  6. Enter a name for the file and choose a location to save it

  7. Select a format to export: Tab Delimited or CSV (Comma Delimited)

  8. Click Save

After selecting your columns and records, press Command-C to copy the data. Then paste it into Numbers to work with the content right away. No export needed.

For exporting the entire database visit Export All Database Tables to CSV

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