Exporting Customer Information

Any filters that you apply in the Customers view will be applied to Excel imports as well.

To narrow down the list of customers displayed in the view, use Search and/or click Filters and select one or several filters from the drop-down-menu:

Customer type: Private or Company.
Credit allowed: Yes or No.
Updated: Select the time range of the last update to customer information.
Group: Select the customer group.

To apply the selected filters, click Apply Filters.

Export the list by clicking the Export icon.

Export customers view.png — Customer export

The downloaded file is always a ZIP file that contains two Excel files: One for private and one for company customers. Each file has its own schema.

Rows in the exported files can be modified, after which the information can be imported back to the system.