Participant Contacts Export
Astalty allows you to export all Contacts and relationships for all of your Participants.
Finding the Participant Contacts Export
Open Exports, select Create Export, then select Participant Contacts.
Creating an export of Participant Contacts
On the Participant Contacts Export page, select Create Export. Include inactive contacts is off by default. Turn it on to also include archived relationships between Contacts and Participants.
The CSV has one row per Contact relationship. Active and archived Participants are included, but archived Contact records are always excluded. The Include inactive contacts option controls the relationship status, not the Contact record itself.
Downloading the Export
When the export is ready it will appear on the Exports page where you can click on Download to save it to your device.
Exported Fields
The CSV file will contain the following fields:
- First Name
- Middle Name
- Last Name
- NDIS Number
- Participant Status
- Contact Relationship
- Consent
- Starred
- Contact Status
- Contact First Name
- Contact Last Name
- Contact Email
- Contact Mobile
- Contact Phone
- Contact Organisation
- Contact Occupation
- Contact Address