This article walks you through how to export your current customer database into an excel spreadsheet.
Preconditions are the necessary settings, permissions, and items created in your software to allow the feature to work.
Access to the Customers Module
Follow the below steps to export your customer list:
- Go to the Customers module.
- Click on the Actions button in the top right hand corner.
- Select "Export List"
- An Excel file will be downloaded onto your computer.
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