How to Export Customer Pricebooks to Excel (csv file)

9 years ago
Matthew Loughlin
1 minute

You can export a single customer or all customer price books to excel (CSV File) using the below program.

  1. Click on the Season icon -> Office Tools -> Database Maintenance, as shown below.

  1. This will load the Database Maintenance program.

  1. Select the Export Data -> Export Prices tab
  2. Enter in your Administrator or Supervisor Password
  3. Click on ‘Customer Prices’. This will load the Customer Price Export Wizard.

  1. Click on ‘Export Additional Fields’ if you want to export the displayed fields.
  2. Click on ‘Browse  File to Export’ and choose the location to which you want to save the file. (Ensure that the file name ends in .csv)
  3. Now you can either,
    • Export a single customers prices by selecting their code in the ‘Customer Code’ field and click on the ‘Single Customer’ button.
    • OR, If you want to export all customers prices, leave the customer code blank and click the ‘All Customers’ button.
  4. You will be asked “OK To Export Customer Prices”. Click ‘Yes’ to complete the export.

  1. Once completed, the a message will appear telling you “Export Complete”. Click ‘OK’ to close the message.

  1. You will now be able to open the file from the location selected earlier.