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Export Customer Data

  1. Navigate to the top Menu Bar then click the Activities drop down.

  2. Select Export and then Export Customer Data To Excel button.

 Available Fields in the export:

  • Customer ID
  • Customer Name
  • Contact
  • Telephone
  • Toll Free 
  • Fax
  • Mobile
  • Email
  • Active or Inactive
  • Bill to Address
  • Ship to Address
  • Salesperson
  • Website
  • Payment Terms
  • Loading Port
  • Destination City & Country
  • Delivery Terms
  • Packaging 
  • Ship from Location
  • Currency
  • Category
  • Tax Profile
  • Tax Exempt Number
  • Credit Limit
  • Billing Frequency
  • Price Tier
  • Master Account