Solution Properties
Solution ID:
260921101903703
Last Modified Date:
Mon Sep 21 10:41:45 UTC 2026
Taxonomy Path:
Case category//How do I...//import/export
Author:
[email protected]
Export customers
Description
Cause
Resolution

Export all customers

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

  1. Go to Contacts and select Customers.
  2. From the New customer dropdown, choose Export all.
  3. Wait for the notification on the toolbar to confirm the file is ready.

NOTE:

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

To export specific customers, select the checkbox next to each customer, then select the CSV Comma-Separated Values (CSV) icon. or PDFPDF icon. icon. The export starts straight away.

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