Customer exports
Customer exports: Export customers, contacts, leads, expenses and payments to streamed CSV files for selected date periods.
6 guides
CSV Export Manager
Open guide →GuideExport customers to CSV
Create a customers CSV using the selected period and the module’s exact joins, exclusions and formatting.
Open guide →GuideReview included columns in the Customers export
Customer fields, customer custom fields, company name, primary contact, groups and related display values
Open guide →GuideReview excluded or replaced fields in the Customers export
leadid, addedfrom, raw company/show_primary_contact/default_language fields are replaced or omitted as coded
Open guide →GuideReview derived and joined values in the Customers export
Country short name, base/default currency, active language, creator, lead source and primary contact
Open guide →GuideVerify the date-range column in the Customers export
clients.datecreated
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