How do I export and print data from the customer list?

Do you need to extract data from the customer list in the form of an Excel file or a printout?

As the administrator, you can download an Excel file and make a printout, while a supervisor can only make a printout of the data.

In this article, you will learn how to export and print data from your customer list:

How do I export data from my customer list?
How do I print data from my customer list?

This is how you export data from your customer list

In the menu, go to Customers > Customer list

Then, click on Export data

NOTE:

Only the administrator can export data in the form of a CSV file.

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Decide what data you would like to export

You can select between the following data:

Customers
Locations

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Click on Export to generate a CSV file containing the data

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Open the file in Excel or a similar program to view the exported data

NOTE:

Open the CSV file from an empty sheet in Excel. In Excel, go to Data > Get data and select Text/CSV. Browse your computer and select the file. Before loading it, set the file to file origin: 65001: Unicode (UTF-8) and the delimiter to Semicolon.

Excel and other spreadsheet programs will truncate long numbers.

This means that they will be rewritten as, for example, 1.235E+09.

To change this, you need to format the cells before saving your CSV file.

Select the required cells, right-click on them, and select Format Cells.

You can then select the Custom category and set the type to include the necessary amount of 0's/numbers (in this case 13) to ensure that the numbers are transferred correctly during export.