Customers - Exporting Customers


Step     Action

  1.      Select {CRM}. The page should open on the Customers tab.


            Note: Customers cannot be individually selected for export using the boxes to left-hand 

            side of customer name. To filter customers for export, use the search criteria. Only the 

            search results will be exported. 


  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.


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