Exporting a Customer List

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: 

1. Go to the Customers module. 
2. Click on the Actions button in the top right hand corner. 
3. Select "Export List" 
4. An Excel file will be downloaded onto your computer.

 

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