How do I quickly export customer details?



 This article is for Neto version 5.91 or later. Check the version at the bottom left of any control panel page.

To quickly export your customer details to a CSV file:

  1. Go to Customers > View All Customers
  2. Filter the results so only the customers you want to export are displayed.
  3. Click on the  Export button (not the  ).
  4. Select which fields you wish to export. CSV file with popular fields will export the common customer fields and CSV file with all fields will export all the customer fields.

Data Export

 

  1. Click on the Preview button. A preview of the export file will appear. Each column has a checkbox above it. If you don't want that column in the exported file, uncheck the box. The column will fade.

Preview

 

  1. When you have selected the columns you don't want to exported, click on the Export button. The process to export your customers will start. It will take a few minutes to create the export file.

Download

 

  1. Once the export is complete, you can click on the  Download button to download the export file or you can copy and paste the web address for the file into a web browser address bar.
  2. You can open the export file in spreadsheet program to edit the customer details.

 

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  • Last Modified: 29/10/2015 Neto Version: 5.91