Export all customers and suppliers 

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

1. From Contacts, select Customers or Suppliers.
2. Choose Export all customers or Export all suppliers from the New customer or New Supplier drop-down. 
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 or suppliers

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 or Suppliers.
2. Select the records to export.
3. Select the CSV icon from the action toolbar.

• Create a customer contact (UK)
• Create a customer contact (IE)
• Import customer or supplier opening balances (UK)
• Import customer or supplier opening balances (IE)