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EndNote X7.7: Direct export & filters

Referencing software

Page contents

This page tells you how to use:

  • direct export
  • import filters


Database instructions for using Direct Export & Filters

Adding references from databases

Direct export

Most databases offer this function. Direct Export allows you to export a reference from the database directly into your EndNote library. Generally, databases that have this export function, will display terms such as direct export, export directly to EndNote, export to reference manager etc. The imported references will appear in a temporary window called Imported References. These references will disappear from here once a new set of references are imported or if the Library is closed. They will always remain under All References and under Unfiled (if no groups have been assigned to these references).Check that all the required data has been imported correctly. 

Mac users: The exported references will appear in the Downloads folder. Drag and drop the file into the EndNote icon on the dock. 


To view the whole library, click on All References.

Import filters

When direct export is unavailable, filters can be used to import references into EndNote by converting them into an EndNote compatible format. Extra filters are available and can be downloaded from the EndNote website.

  • On the EndNote website click on Downloads>Filters
  • Locate the required filter and click on the Download button
  • Click on Open. The filter file will open in EndNote
  • In EndNote go to File and choose Save As. At Filter name: remove the word Copy and click Save
  • Close the filter file by clicking on the small black cross or click on File and then Close Filter

MAC users - Select your required filter and choose Save Linked File to "Downloads"The filter will now appear in your "Downloads" drag the filter file into your Filters folder which is located HD:Applications:EndNote:Filters.