How do I Export a Customer List?

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Summary

This article epxlains how to export a list of your customers to a '.CSV' file for you to view in Microsoft Excel.

More Information

  • Go to " Sales Ledger Sales Reports Accounts Report Generator" and type in 'EXC' in the "Filter on" field and press <Enter>.
  • Select the 'Export Customers(EXPCUST.CSV' and click [Start].
  • This should open up a Microsoft Excel document with a list of all of your customers and their contact details. If you do not have Microsoft Excel on your machine it should open the information in Notepad for you to save to a suitable location.


See also


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Keywords AND Misspellings
Export, Sales ledger, customer, list
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