Export Customer Data
- Navigate to the top Menu Bar then click the Activities drop down.
- 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
- 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