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Export customers

Created on  | Last modified on 

Summary

How to export one or multiple of your customer records in Sage Accounting Start to a CSV file.

Resolution

Export all customers

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

  1. Go to Contacts.
  2. From the New customer dropdown, choose Export all customers.
  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.

Export selected customers

This exports only the fields currently visible on the list.

  1. Go to Contacts.
  2. Select the customers you want to export.
  3. Select the CSV Comma-Separated Values (CSV) icon. or PDFPDF icon. icon. The export starts straight away.
  4. If prompted, browse to where you want to save the file then click Save.

 

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