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How do I export my data from GoldMine?
How do I export my data from GoldMine?
Team Wealthbox avatar
Written by Team Wealthbox
Updated over a week ago

To export your contact data from GoldMine:

  1. In GoldMine, click Tools and choose “Import/Export Wizard” and then choose “Export Contact Records.”

  2. Select Export to a new file.

  3. Select ASCII File and click Next.

  4. Select All Contact Records.

  5. Click Add Field for every field you want to export in the “Goldmine Fields” list.

  6. Click Next.

  7. Enter a filename and select “Export Goldmine field names that has mappings as first record.”

  8. Select whether you’d like to save these export settings for future use and click Next.

  9. Click Finish.

  10. After the export finishes, locate the exported file and change the file extension from .txt to .csv.

To export your notes from GoldMine:

  1. In GoldMine, click Tools and choose “Import/Export Wizard” and then choose “Export Contact Records.”

  2. Select Export to a new file

  3. Select ASCII file, and click Next.

  4. Select “ALL Contact Records!” in the drop-down list, and click Next.

  5. In the list of GoldMine Fields on the left side of the dialog, select the firstname, lastname, and notes fields, and click “Add Field.” Then click Next.

  6. Choose the location for the export file, select the Export GoldMine field names checkbox, and then click Next.

  7. Select whether you’d like to save these export settings for future use and click Next.

  8. Click Finish.

  9. After the export finishes, locate the exported file and change its file extension from .txt to .csv.

  10. Open the file.

  11. If necessary, clean up the file prior to importing it. Common problems include notes that have been broken between columns (this occurs when notes contain quotation marks).

See also:

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