How to Export Your Customer List

When you export the customer file you will have a choice to open it or to save it. If you select “open” the file will typically open in Excel. However, because this is a .csv file Excel will often corrupt the data—for example by removing leading zeros on zip codes and displaying phone numbers in exponential notation.

If you want to use your export in Excel, the best practice is to save the .csv file to your hard drive. Then, open a new workbook in Excel and import the .csv file. During the import process you can designate fields such as phone numbers and zip codes as “text” fields instead of number fields so that your data is not corrupted.

For detailed instructions on how to import .csv files into Excel, consult the Excel Help files.

Follow the steps below to export your customer list to a .csv file.

Go to the Customers screen.
Click the “clear search” link to make sure your table is unfiltered.
Click the “export” link at the very top of the table, as shown:
Depending on your browser, you will have the option to open and/or save the file.

To open the file, click the “Open” button in the dialog box. In most cases (unless you have your system default .csv files to a different program), the file will open in Excel, but will not be saved. You will need to save the file if you want to store it on your computer.
To save the file to your computer:

Click the “Save” button in the dialog box.
A Save As dialog box opens.
NOTE: In Google Chrome, and some other browsers, clicking the “csv” link will automatically save the file to your Downloads folder. You can open it from the browser “Downloads” bar or access it from the Downloads folder later.
Enter a name for your file, and select a location on your computer where you want to save the file.
Click the “Save” button.
You can now open the export at any time, or import it into an Excel file or other application software.

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