Step Action
1. Select {CRM} and then select the Contacts tab.
Note: Contacts cannot be individually selected for export using the boxes to left-hand side of contact name. To filter contacts for export, use the search criteria. Only the search results will be exported.
e.g. If Contacts have been filtered by a customer name, and the search results in 6 contact entries, only those 6 entries will be exported.
2. Select {Export} under Contacts.
Note: You may need to confirm the file to be opened/saved before proceeding, depending on your web browser. A .csv file will open or be saved to your computer. On PC/Mac the default file location is in your Downloads folder.
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 |