- In Mail, select Appeal Cards
- On the General tab, select the records to include and select the query for the group you wish to export
- Set the Soft Credit, Matching Gift, and Records to Include parameters
- Set the Card Type to Custom Data file
- Click on the Fields to Include tab and select the necessary fields (e.g. address lines, city, state, zip, address barcode, endorsement line, addressee, salutation)
- Select Export
- Indicate the export file type (excel, csv, etc) and the export file name and click OK
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