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 Custom Export-Smart Lists)


Export Variables include:


  • Customer Name
  • Customer Number
  • External Identifier
  • Customer Phone Number
  • Customer Fax Number
  • Customer Email Address
  • Website
  • Sales Rep
  • CSR
  • Graphic Artist
  • Customer Tags
  • Ship Type
  • Invoice Payment Terms
  • Customer Default Item Statuses
  • Customer Default Order Statuses
  • Customer Since
  • Last Order Date
  • Tax Type
  • Tax Exempt Number
  • Discount Percentage
  • Credit Limit
  • Accounts Payable Contact
  • Requires Purchase Order
  • Commission Contacts
  • Commission Percentages
  • Customer Billing Name
  • Customer Billing Address
  • Customer Billing City
  • Customer Default Item Tags 
  • Customer Default Order Tags
  • Customer Billing Region
  • Customer Billing Country
  • Customer Billing Zip/Postal
  • Customer Shipping Name
  • Customer Shipping Address
  • Customer Shipping City
  • Customer Shipping Region
  • Customer Shipping Country
  • Customer Shipping Zip/Postal
  • Contact Name
  • Contact Title
  • Contact Phone Number
  • Contact Fax Number
  • Contact Email Address
  • Contact Billing Name
  • Contact Billing Address
  • Contact Billing City
  • Contact Billing Region
  • Contact Billing Country
  • Contact Billing Zip/Postal
  • Contact Shipping Name
  • Contact Shipping Address
  • Contact Shipping City
  • Contact Shipping Region
  • Contact Shipping Country
  • Contact Shipping Zip/Postal


Search Filters include:

  • Assigned
  • Customer Country
  • Customer Region
  • Contact Country
  • Contact Region
  • Customer Tags
  • Last Order Date
  • Customer Since



Watch Customers & Contacts