Creating a Custom Export
Step Action
1. Select {Settings} and then select {Custom Export} under the Admin section. Select the
Customers/Contacts tab.
2. Set the export parameters using a combination of export variables and search filters:
A) To select a column item, check the box on the left-hand side. Only the column items with a
check marked box will be included in the export.
B) Search filters can then be applied by selecting from field drop-downs.
Note: Export cannot be created using search filters only and a search filter is not required to
generate export. At least one column selection must be checked or export will appear blank.
If Customer columns and search filters only are selected, the export will generate with a single item per Customer#. | If a combination of Customer and Contact columns/search filters are selected, the export will generate with multiple lines per Customer# - 1 for each contact. |
3. Once export parameters have been set, select {Export}. An export .csv file will be generated.
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.
A Smart List can also be created to save the custom export parameters once they are set. (See Creating/Editing/Deleting a Smart List)
Export Variables include:
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Search Filters include:
- Assigned
- Customer Country
- Customer Region
- Contact Country
- Contact Region
- Customer Tags
- Last Order Date
- Customer Since