Answered By: Mylène Pinard
Last Updated: Jun 08, 2020     Views: 24541

Please be aware that this method will export your references in rows (there is an image of the end result below under links & files).

Step 1) Download the Excel Style

  1. Download the file entitled, EndNote_to_Excel (below).
  2. Save it in the Style Folder in the EndNote application folder on your computer.

Step 2) Modify the references to remove carriage returns

If there are references in your Endnote library with carriage returns (line breaks, paragraph marks, etc.) in the abstract, this export style may not handle them properly. To remove these, follow the steps below.

  1. Save a backup of your Endnote library!
  2. Select All references in your library from the Edit menu (or click Ctrl+A on a PC or Cmd+A on a Mac).
  3. In the Edit menu, launch Find and Replace.
    1. Select Any Field.
    2. In the Find box, click Insert Special and choose Carriage return.
    3. In the Replace With box,  type -//-
    4. Click Change. This may take a few minutes.

Step 3) Copy the records into Excel

  1. Choose the EndNote to Excel style you just saved in the Style Manager in EndNote. 
  2. Select references to copy (Ctrl+A on a PC or Cmd+A on a Mac). From the Edit menu, choose Copy Formatted (Ctrl+K).
  3. Open a blank workbook in Excel and paste (Ctrl+V) your saved references into the blank workbook.
  4. Insert column headings as desired.

EndNote to Excel displays the following information in the Excel document in a Tab-Delimited format.

Generic Style

Record Number / Author / Year / Title / Reference Type / / / /Abstract / /

Style for Journal Articles

Record Number / Author / Year / Title / Reference Type / Journal / Volume / Pages / Abstract / Keywords / Accession Number

Style for Books

Record Number / Author / Year / Title / Reference Type / / / / / /

Style for Conference Proceedings

Record Number / Author / Year of Conference / Title / Reference Type / / / / Abstract / /

Once you have saved the output style, you can edit it from Edit > Output Styles > EndNote_to_Excel (or Open Style Manager to select EndNote_to_Excel)


Originally developed by Torabi, N.; updated by Pinard, M.; Amar-Zifkin, A. & Nauche, B.; updated by Gore, G.

Comments (6)

  1. I followed all the steps correctly (numerous times) but my library has exported into rows, not columns - and I can't transpose it (too much data) is there a particular way to ensure data is exported into columns and not rows?
    by Kate on Mar 19, 2019.
  2. Thank you, this is fantastic! I wondered why it wasn't working at first but I then realised that I had not selected the "Excel Style" from the Style menu before doing the copy and paste. And to import into Excel, I selected, Paste > Text import wizard > Tab Delimited. Worked a treat. Thank you again.
    by Jodi G. on Apr 17, 2019.
  3. This post wasted my time. I followed every detail and exported it as suggested. Unfortunately, it exported them as rows. Every detail of the reference file is saved in one row one column :( @Kebede Thanks for your comment! The reason it exported your references as one row/one column is because you didn't remove the carriage returns from your references. If you do, each element (author, title, year, etc.) will be in a different column (just like the image linked).
    by Kebede on Apr 27, 2020.
    by sl on Jun 12, 2020.
  5. I did it like explained in the text and got in all in rows. What solved the problem for me is to paste the copied references from endnote as text in excel (Mac: control+command+v : selecte as "text"; windows it is ctrl+alt+v i think)
    by Torsten on Jul 01, 2020.
  6. This is great. Providing the style file also very helpful. There are two obvious steps omitted in the instructions. This may have been the reason why it did not worked for the researchers commented above. Once you copy the downloaded style file;1. Goto Edit>Output styles> tick endnote_to_excel (this will make it visible for the next step.2. Select the endnote_to_excel style from the dropdown menu or Edit>output style>endnote_to_excelAfter that you can copy formatted and paste to Excel. -------- Hi Anjana, Thanks for your comment! For your step 2, it's actually listed in the instructions under Step 3.1. Choose the EndNote to Excel style you just saved in the Style Manager in EndNote. Best, McGill Library
    by Anjana Ranasooriya on Jul 05, 2020.

Related Topics