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Exporting all customer contacts

Last post 12-07-2010 10:53 AM by Anonymous. 2 replies.
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  • 12-05-2010 12:21 PM

    • LilAaron
    • Top 100 Contributor
    • Joined on 07-04-2010
    • Austin area, TX
    • Posts 48

    Exporting all customer contacts

    How do I use the Import/Export to print a list of all customer contacts, including alternates?

    Lillian Aaron
    Business Accounting Software, Inc.
    512.267.2277 x800

    Supporting:
    QuickBooks Enterprise
    TRAVERSE Accounting Software
    Open Systems Accounting Software
    Method CRM
  • 12-07-2010 10:23 AM In reply to

    Re: Exporting all customer contacts

    Answer

    Hi LilAaron,

    In order to export the customer contacts to print them, follow the following steps:

    1. In Method go to Customize -> Integration Tools -> Go to import/export...

    2. Choose to Export a table to a file

    3. Pick the "customer" table from the list of tables and select the fields you wish to export. In your case this would likely be:

    - FullName, FirstName, LastName, Phone, AltPhone, Email

    4. Choose the format you would like to export in. Let's say you chose CSV (the default).

    5. Click Export to File...

    6. In Excel (depending on which version of Excel you are using), go to data -> external data sources -> Import data from a text file. 

    7. Select the downloaded CSV file, and in the Text Import Wizard, make sure you select delimited by "comma" (CSV stands for comma separated value) and hit Finish.

    You should now have a printable spreadsheet of your customer contacts.

    Regards,
    Denis 

  • 12-07-2010 10:53 AM In reply to

    Re: Exporting all customer contacts

    Hi LilAaron,

    Also a quick note that if you were looking to export the contacts as opposed to customers, you can do so by selecting the "contacts" table in step 3. 

    Cheers,
    Denis 

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