Difference between revisions of "How do I Export a Customer List?"
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== More Information == | == More Information == | ||
| − | * Go to {{Menu|{{SL}}|Sales Reports|Accounts Report Generator}} | + | * Go to {{Menu|{{SL}}|Sales Reports|Accounts Report Generator}} or {{Menu|{{RP}}|Reports|Accounts Report Generator}} |
| − | * | + | * Type {{DataValue|EXC}} in the {{DataPrompt|Filter on}} field and press {{KeyPress|ENTER}}. |
* Select the {{DataValue|Export Customers(EXPCUST.CSV)}} and click {{Button|Start}}. | * Select the {{DataValue|Export Customers(EXPCUST.CSV)}} and click {{Button|Start}}. | ||
* This should open up a spreadsheet document with a list of all of your customers and their contact details. If you do not have a spreadsheet programme on your machine it should open the information in a text editor such as Notepad for you to save to a suitable location. | * This should open up a spreadsheet document with a list of all of your customers and their contact details. If you do not have a spreadsheet programme on your machine it should open the information in a text editor such as Notepad for you to save to a suitable location. | ||
| − | == See | + | == See also == |
| − | * [[ Creating a | + | * [[Creating a new customer or supplier]] |
| − | * [[How do I | + | * [[How do I find a customer?|How do I Find a Customer or Supplier?]] |
* [[How do I Export a Supplier List? ]] | * [[How do I Export a Supplier List? ]] | ||
| − | {{KB_Tags| | + | {{KB_Tags|export, sales ledger, customer, list, listing}} |
| − | {{ | + | {{How}}{{Hint}}{{KB_SL}} |
Latest revision as of 09:33, 28 April 2021
Summary
This article explains how to export a list of your customers to a '.CSV' file for you to view in any good commercial spreadsheet.
More Information
- Go to " Sales Ledger Sales Reports Accounts Report Generator" or " Reports & Settings Reports Accounts Report Generator"
- Type 'EXC' in the "Filter on" field and press <Enter>.
- Select the 'Export Customers(EXPCUST.CSV)' and click [Start].
- This should open up a spreadsheet document with a list of all of your customers and their contact details. If you do not have a spreadsheet programme on your machine it should open the information in a text editor such as Notepad for you to save to a suitable location.
See also
- Creating a new customer or supplier
- How do I Find a Customer or Supplier?
- How do I Export a Supplier List?
