Need to export contacts for use elsewhere or in other software? Microsoft provides their “Import and Export Data” wizard to directly export data from the SQL database.

Note: We recommend making sure the latest SQL Server 2022 for Microsoft® Windows Latest Cumulative Update has been applied: https://www.microsoft.com/en-us/download/details.aspx?id=105013

Run the wizard using Windows Search by typing “import” or “export” or navigating Start > All Apps > Microsoft SQL Server 2022 > SQL Server 2022 Import and Export Data (64-bit).

See also https://learn.microsoft.com/en-us/sql/integration-services/import-export-data/start-the-sql-server-import-and-export-wizard?view=sql-server-ver16

Example:

• Search for and run “SQL Server 2022 Import and Export Data (64-bit). The SQL Server Import and Export Wizard appears.  Click Next
• On Choose a Data Source, use Microsoft OLD DB Driver for SQL Server.
• Click Properties. Use Connection tab to 1) Select or enter a server name “\YourComputer\THREED2” instance, 2) Enter information to log on to the server: “Windows Authentication”, 3) Select the database “InspectionData”.  Test Connection and choose OK. If it works, click OK to return to the Choose a Data Source window (otherwise double check your settings or consult with your IT in regard to Authentication). Click Next.
• On Choose a Destination, adjust the “Destination” field to the desired program/item to you wish to export or specify “Flat File”. (to export directly into Excel use information provided by Microsoft in resource link above, or see https://learn.microsoft.com/en-us/sql/integration-services/import-export-data/connect-to-an-excel-data-source-sql-server-import-and-export-wizard?view=sql-server-ver16 ).
• If selecting Flat File, use “Browse” to specify the desired folder, filename, and file type. Adjust other settings as desired, and choose Next.
• On Specify Table Copy or Query, choose “Copy data from one or more tables or views” and Next.
• Configure Destination or settings as desired. Note: On Select Source Tables and Views, we do not recommend exporting direct tables [dbo].[tbl*] type items, but suggest export Views (items without tbl prefix) as they contain appropriate join information e.g. to export all contacts, [dbo].[ContactList], to export jobs [dbo].[JobList]. TIP: Use Preview after selecting a View to see the specified information to export. Next when ready.
• Finish the wizard as needed to complete your export.  Now you may work with the data that you have exported or use it in another program. You may want to check with the program you plan to use to see what sort of format it can most easily import or work with. Note that some programs may also be able to connect directly to the SQL data as a data source.

Note that you may use the same concept and tool to export a list of your invoice product fees.  In that case you might use the Import and Export wizard to export the [dbo].[JobInvoiceList] table from the database which would contain your fee listing.