You can export your entire customer list as a .csv (comma delimited text) file that can be opened in Excel, or can be imported into any other software system that accepts .csv imports. This file contains full customer information as well as the ReceivablesPro Customer ID. So, it is ideal for integrating ReceivablesPro Customer records and Transaction records with other programs, as the Customer ID can be used as a unique database “Key.”
The export file will contain all of the records included in the Customers table. The only filtering option for this table is to select a single customer—so you effectively have the option to export one customer record or all customer records.
The following sections describe how to export the file and define each column in the export.
Next Sections