Export all customers

This exports every customer record. The CSV includes all customer fields except Analysis Types.

1. Go to Contacts, then select Customers.
2. From the New customer drop-down, choose Export all customers.
3. Wait for the notification on the toolbar to confirm the file is ready.

 NOTE: You can export one file at a time. Wait for the export to finish before starting another. 

Export selected customers

This exports only the fields currently visible on the list.

1. Go to Contacts, then select Customers.
2. Select the customers you want to export.
3. Select the CSV icon from the action toolbar.

 TIP: Update the visible columns before you export. The export uses only the fields you show on the list.