Customer Exports allows for a .CSV to be generated of customer profiles. This .CSV can include all customers or be filtered to export a select group of your customer base.
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 |
Step Action
1. Select {CRM}. The page should open on the Customers tab.
Note: To filter customers for export, use the search criteria. Only the
search results will be exported. Customers can NOT be individually selected for
export using the boxes on the left-hand side of Customer Name column.
2. Select {Export} under Customers.
Note: You may need to confirm the file to be opened/saved before
proceeding, depending on your web browser. The file will open or be saved
to your computer depending on your web browser.
