You can easily export customer data to an Excel file by following these steps:
- Go to the Sales menu.
- Select Customers.
- A list of customers added to the system will appear, and by clicking the “Export Customer List” icon from the top options, the customers will be exported to Excel.
The exported file will include the following data:
- Entity name.
- Business name.
- Website.
- Primary contact number.
- Secondary email.
- Status.
- Tax number.
- POS customer.
- Billing address.
- Shipping address.
Additional notes:
- Additional information does not appear in the exported Excel file.
- If you encounter a problem displaying data in Excel, such as all data appearing in a single cell, you can refer to the following help content to solve the problem:
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