How to Export a list of Customer Contacts to Excel (CSV)

8 years ago
Matthew Loughlin
1 minute
  1. Open the Database Maintenance dialog, Season Button -> Office Tools -> Database Maintenance

  1. Select the ‘Export Data’ tab, then the ‘Export General’ tab

  1. Enter in your Admin or Supervisor Password in the Password field
  2. Click on ‘Customer Contacts’.
  3. This will load the Customer Contacts Export Wizard.

  1. Click on ‘Browse File to Export’ and select a location to save the csv file.
  2. Make sure your file name ends in .csv
  3. Click on the ‘Click to Export’ button
  4. Click ‘Yes’ to Export all Customer Contacts

 

  1. Once completed, a message will appear telling you “Export Complete”. Click ‘OK’ to close the message.
  2. You now can go to the location that you saved the file and open it in Excel.