Exporting contacts in PitneyTrack Asset, PitneyTrack Inbound, PitneyTrack Enterprise and the Locker Management Module

You can export contacts from the address book in CSV format.

Exporting shared (public) contacts

1. Select Settings > Address Book.
2. Select Export > Export Public Contacts or Export Manual Contacts.
3. Select the type of contacts you wish to export.
4. Select Export.
5. Follow your web browser's prompts to save the file. (The exact steps will vary depending on your browser settings.)

Exporting contacts automatically on a schedule

Administrators of enterprises can export a ZIP file of contacts from the system automatically on a fixed schedule to an SFTP server.

1. Select Settings > Address Book.
2. Select Export > Export Automatic Contacts.
3. Under User Template and Folder Access, enter the Folder Path and SFTP Server URL.
4. Select the Authentication Option you wish to use.
   • If you selected Password, enter the SFTP Username and Password.
   • If you selected SSH Keys (PEM Format), enter the Username, then select Choose File and upload your SSH Key file in PEM format.
5. Select the Test Access button to test the connection.
6. Select Notifications.
7. Enter the email address(es) you want to be notified if the import fails.
8. Select Schedule.
9. Select the Days and Time you wish the import to occur.
10. Select Save Configuration.
11. From the Select Contact Type menu, choose which contacts you wish to export.
12. Select Export.

Select the Automatic Export List tab to view your saved configurations and the history of your scheduled exports.

The features and options you see may vary depending upon your role and subscription. If you have any questions regarding your permissions, please contact your administrator.