Settings > Admin > Custom Export

The Custom Export page displays two tabs: Customers / Contacts and Orders / Items

Customers / Contacts Tab
The Customer / Contact tab includes Search Filters and Selections that are specific to Customers and Contacts that exist in your system under CRM > Customers / Contacts.

• Check the box to the left of any selections that you would like included in your export file
• Use the Search Filters on the left of the page to refine your search
• Click Export
• Depending on your browser settings the exported .csv file with either open or save to your computer

Notes:

• At least one selection must be checked or your export will not include any data. 
• 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.

Orders / Items Tab
The Orders / Items tab includes Search Filters and Selections that are specific to Orders and Items that exist in your system under Orders > Orders / Items (tab). The functionality is the same as above but is also presented below.

• Check the box to the left of any selections that you would like included in your export file
• Use the Search Filters on the left of the page to refine your search
• Click Export
• Depending on your browser settings the exported .csv file with either open or save to your computer

Notes:

• At least one selection must be checked or your export will not include any data. 
• If a combination of Order and Item columns/search filters are selected, the export will generate with multiple lines per Order# - 1 for each item.

Smart Lists

Once you create a Custom Export selection a Save icon will appear to the right of the word All at the top of the page. Clicking on the Save icon will allow you to create a Smart List.

Create a Smart List

• Make at least one check box selection and utilize Search Filters if needed (not required). 
• Click the Save icon to the right of the word All
• Enter a Name for your Smart List
• Click Save

Select a Smart List

Navigate to either the Customer / Contacts or Orders / Items tab that the Smart List was created in.

• Click on the down Arrow to the right of the word All
• Select a Smart List from the dropdown
• The saved Selections and Search Filters will be applied
• Click Export

Edit a Smart List

Navigate to either the Customer / Contacts or Orders / Items tab that the Smart List was created in.

• Click on the down Arrow to the right of the word All
• Select a Smart List from the dropdown
• The saved Selections and Search Filters will be applied
• Make additional Selections and / or apply additional Search Filters
• A Checkmark icon will appear to the right of the Smart List name
• Click the Checkmark to Save the revisions

Delete a Smart List

Navigate to either the Customer / Contacts or Orders / Items tab that the Smart List was created in.

• Click on the down Arrow to the right of the word All
• Select a Smart List from the dropdown
• an X icon will appear to the right of the Smart List name
• Click the X to delete the Smart List