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Using Guided Imports/ Exports

Exporting your data from ADVOCATE is easy. You can export the data if you need to transfer it to another database or if you need to extend ADVOCATE’S reporting ability with another program (Excel, Word, or a mailing house for example). From the Utilities > Import/Export screen, click the white buttons corresponding to each file under the Export Data from Individual Files header. You will be prompted to choose a location to save the exported file and file format. All fields from the chosen file will be exported.

Using Native FileMaker Pro

If you need more precise control over exactly what gets exported, you can use FileMaker Pro’s built-in exporting capabilities. While viewing the file you want to export, choose Export Records from theFile menu. You will be prompted to choose a location and format. Next, specify which fields you want to export. See Field Listing for field name information. You may also want to refer to a FileMaker Pro manual for more detailed information.

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