create new ticket
check ticket statusNote: This export differs from the one available on CRM as it includes all customers/contacts, even those that have been deleted.
Step Action
1. Select {Settings} and then select {Import/Export} under Customer.
2. Select {Export} on the right-hand side of screen to auto scroll to Export
section.
3. Select {Export} and then select Customers or Contacts from drop-down.
Note: You may need to confirm the file to be opened/saved before
proceeding, depending on your web browser. The file will be open or be
saved to your computer depending on your web browser.
Customer export will include:
Id Name Number External Identifier Phone Number Fax Number Email Address Website Sales Rep CSR Graphic Artist Tags Ship Type Invoice Payment Terms Customer Since Last Order Date | Tax Type Tax Exempt Number Discount Percentage Credit Limit Accounts Payable Contact Requires Purchase Order Deleted Commission Contacts Commission Percentages Automatically Grant Contacts Product Access Portals Roles Budgets Default Order Statuses Default Item Statuses Default Order Tags | Default Item Tags Billing Id Billing Name Billing Address Billing City Billing Region Billing Country Billing Zip/Postal Shipping Id Shipping Name Shipping Address Shipping City Shipping Region Shipping Country Shipping Zip/Postal |
Contact export will include:
Id Name Title Security Role Username Password Customer Number Customer Name Phone Number Fax Number | Email Address Is Deleted Tags Portals Budgets Billing Id Billing Name Billing Address Billing City Billing Region | Billing Country Billing Zip/Postal Shipping Id Shipping Name Shipping Address Shipping City Shipping Region Shipping Country Shipping Zip/Postal |