Export all customers

This exports all of your customer records to a CSV file. The export contains all fields in the customer records except Analysis Types.

1. From Contacts, select Customers.
2. Choose Export all customers from the New customer dropdown. 
3. The export file may take a few minutes to create. Check for a notification on the toolbar to tell you when the file is ready.

You can only export one file at a time, so wait for the export to complete before requesting to export again. 

Export selected customers

This only exports the fields visible on the list for the selected records on the list. Use the icon to add or remove fields before exporting.

1. From Contacts, select Customers.
2. Select the records to export.
3. Select the CSV icon from the action toolbar.