Overview:
This article walks you through how to export your current customer database into an excel spreadsheet.
Preconditions:
Preconditions are the necessary settings, permissions, and items created in your software to allow the feature to work.
-
Access to the Customers Module
Steps:
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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