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Export customers to Excel

Download a list of customers as an Excel file, choosing which fields to include and the order of the columns.

Imports & Exports 5 steps 1:06 video Any user who can open the list
Where to find it SalesCustomersgear buttonExport

Steps

  1. Open Sales and go to Customers. Search or filter first if you want only some customers: the export contains the customers shown in the list.
  2. Click the gear button next to the page title and choose Export. The window says how many records will be exported.
  3. Under Available Fields, tick the fields you want in the file and untick the others. For example untick Phone, and tick Tax Registration Number and City. Name is always included.
  4. The list on the right, Selected Fields / Sequence, is the column order of the file. Click the up and down arrows to move a field.
  5. Click Export. SiaOne downloads an Excel file named customers-export.xlsx.

Tip

The Vendors list has the same Export choice. For other lists, and for choosing columns and sorting, see Choose columns, sort and export a list to Excel.

Note

You can bring a corrected file back in with Import. Include the External ID field in the export if you want the import to update the same customers instead of adding new ones. See Import customers from Excel.

What happens next

Reports have their own PDF and XLSX buttons at the top - see Accounting Reports.

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