This data export includes all records from the main Customers module, except for customer contacts (see Customers).
The data export defaults to the comma-delimited (.csv) file format. It may be filtered by whether to exclude inactive customer accounts.
Export Option Fields
Field |
Description |
Exclude Inactive Customer Accounts |
Check this box (the system default) to exclude inactive customer accounts, or uncheck this box to include all customer accounts. |
Exported Fields
AYS Field |
Exported Field |
Type |
Notes |
Customer No. |
CustomerNumber |
Number |
Unique customer account number |
Customer Name |
CustomerName |
Text |
Customer name |
Quick Code |
QuickCode |
Text |
Unique customer quick-entry code |
Inactive |
Inactive |
Text |
True if the customer is inactive, otherwise False |
Contact Name |
ContactName |
Text |
Shipping contact name of customer |
Address Line 1 |
AddressLine1 |
Text |
Shipping address line 1 of customer |
Address Line 2 |
AddressLine2 |
Text |
Shipping address line 2 of customer |
City |
City |
Text |
Shipping city of customer |
Province/State |
Province or State (see Americanized Spelling) |
Text |
Shipping province/state of customer |
Postal/Zip Code |
PostalCode or ZipCode (see Americanized Spelling) |
Text |
Shipping postal/zip code of customer
|
Country |
Country |
Text |
Shipping country of customer |
Business Phone |
BusinessPhone |
Text |
Shipping business phone number of customer |
Home Phone |
HomePhone |
Text |
Shipping home phone number of customer |
Mobile Phone |
MobilePhone |
Text |
Shipping mobile phone number of customer |
Fax |
Fax |
Text |
Shipping fax number of customer |
|
|
Text |
Shipping e-mail address of customer |
Web Site |
WebSite |
Text |
Web site address of customer |
Customer to Bill |
BillingCustomer Number |
Number |
Third-party customer account to bill for this customer |
Customer Since |
CustomerSince |
Date |
Date since which this customer has been a customer |
Discount Rate |
DiscountRate |
Number |
Default discount rate in percentage for this customer |
Payment Method |
PaymentMethod |
Text |
Default payment method for this customer (Cash, Cheque or Check, Debit Card, Amex, Diners Club, Discover, JCB, MasterCard, Visa, PayPal, Credit Note, Account, or Other) |
Payment Terms |
PaymentTerms |
Text |
Default payment terms for this customer (C.O.D., 5 Days, 10 Days, 15 Days, 20 Days, 25 Days, 30 Days, 35 Days, 40 Days, 45 Days, 50 Days, 55 Days, 60 Days, 65 Days, 70 Days, 75 Days, 80 Days, 85 Days, 90 Days, 95 Days, 100 Days, 105 Days, 110 Days, 115 Days, or 120 Days) |
Tax 1 Rate |
Tax1Rate |
Number |
Default tax 1 rate in percentage for this customer (0 for no tax) |
|
Tax1onParts |
Text |
True if tax 1 applies to parts charges for this customer, otherwise False |
|
Tax1onLabour or Tax1onLabor (see Americanized Spelling) |
Text |
True if tax 1 applies to labour charges for this customer, otherwise False |
|
Tax1onShipping |
Text |
True if tax 1 applies to shipping charges for this customer, otherwise False |
|
Tax1onHandling |
Text |
True if tax 1 applies to handling charges for this customer, otherwise False |
|
Tax1onTravel |
Text |
True if tax 1 applies to travel charges for this customer, otherwise False |
|
RoundUpTax1 |
Text |
True if always round up tax 1 to the nearest penny for this customer, otherwise False |
Tax 2 Rate |
Tax2Rate |
Number |
Default tax 2 rate in percentage for this customer (0 for no tax) |
|
CompoundTax2 |
Text |
True if compound (multiply) tax 2 rate by tax 1 rate for this customer, otherwise False |
|
Tax2onParts |
Text |
True if tax 2 applies to parts charges for this customer, otherwise False |
|
Tax2onLabour or Tax2onLabor (see Americanized Spelling) |
Text |
True if tax 2 applies to labour charges for this customer, otherwise False |
|
Tax2onShipping |
Text |
True if tax 2 applies to shipping charges for this customer, otherwise False |
|
Tax2onHandling |
Text |
True if tax 2 applies to handling charges for this customer, otherwise False |
|
Tax2onTravel |
Text |
True if tax 2 applies to travel charges for this customer, otherwise False |
|
RoundUpTax2 |
Text |
True if always round up tax 2 to the nearest penny for this customer, otherwise False |
Tax 3 Rate |
Tax3Rate |
Number |
Default tax 3 rate in percentage for this customer (0 for no tax). |
|
CompoundTax3 |
Text |
True if compound (multiply) tax 3 rate by tax 1 rate for this customer, otherwise False |
|
Tax3onParts |
Text |
True if tax 3 applies to parts charges for this customer, otherwise False |
|
Tax3onLabour or Tax3onLabor (see Americanized Spelling) |
Text |
True if tax 3 applies to labour charges for this customer, otherwise False |
|
Tax3onShipping |
Text |
True if tax 3 applies to shipping charges for this customer, otherwise False |
|
Tax3onHandling |
Text |
True if tax 3 applies to handling charges for this customer, otherwise False |
|
Tax3onTravel |
Text |
True if tax 3 applies to travel charges for this customer, otherwise False |
|
RoundUpTax3 |
Text |
True if always round up tax 3 to the nearest penny for this customer, otherwise False |
Tax Exemption No. |
TaxExemption |
Text |
Default tax exemption number for this customer |
Allow Printing Statements |
PrintStatements |
Text |
True if customer statements are to be printed for this customer, otherwise False |
Allow Third-Party Billing to this Customer |
OthersCanBill |
Text |
True if allow other customers to bill this customer, otherwise False |
Print the following information in the billing section of another customer’s invoice when it is billed to this customer |
BillingMessage |
Text |
Message to be printed in the billing portion of the Customer Invoice form when the repair order is billed to this customer as a third-party (Message for print a message that the invoice has been billed to the third-party, Charges for print all of the billing amounts before discount, or Template for print an empty billing template so that numbers can be manually written in) |
Reference 1 |
Reference1 |
Text |
Default reference 1 for this customer |
Reference 2 |
Reference2 |
Text |
Default reference 2 for this customer |
Advertising |
Advertising |
Text |
Default advertising method for this customer |
Ship Via |
ShipVia |
Text |
Default shipping method for this customer |
Warranty Plan |
WarrantyPlan |
Text |
Default warranty plan for this customer |
Language |
Language |
Text |
Default language for correspondence with this customer (E for English, F for English/French, or S for English/Spanish) |
Notes to Print |
NotestoPrint |
Text |
Printable notes for the customer |
Copy these notes to all new Repair Orders, Sales Invoices, and Credit Notes for this Customer |
CopyNotestoPrint |
Text |
True if notes to print from this customer are to be copied to other notes to print fields, otherwise False |
Private Notes |
PrivateNotes |
Text |
Private notes for the customer (not to be printed) |
Copy these notes to all new Repair Orders, Sales Invoices, and Credit Notes for this Customer |
CopyPrivateNotes |
Text |
True if private notes from this customer are to be copied to other private notes fields, otherwise False |
Do not upload repair status search information for this customer to the Internet |
UploadRepair |
Text |
True if the At Your Service – Internet Utility should not upload repair status search information for this customer to the Internet, otherwise False This field is available only in the Repair SQL, Repair, and Repair Mobile editions. |
Do not e-mail Estimate Notices to this customer |
SendEstimates |
Text |
True if the At Your Service – Internet Utility should not e-mail estimate notices to this customer, otherwise False This field is not available in the Repair Micro edition. |
Do not e-mail Pick Up Notices to this customer |
SendPickUpEmail |
Text |
True if the At Your Service – Internet Utility should not e-mail pick up notices to this customer, otherwise False This field is not available in the Repair Micro edition. |
Do not e-mail Receivables Notices to this customer |
SendReceivables |
Text |
True if the At Your Service – Internet Utility should not e-mail receivables notices to this customer, otherwise False This field is not available in the Repair Micro edition. |
Send Status Report |
SendStatusReport |
Text |
True if the At Your Service – Internet Utility should send repair status listing reports to this customer via e-mail or fax on Sundays, otherwise False This field is not available in the Repair Micro edition. |
|
SendStatusReport |
Text |
True if the At Your Service – Internet Utility should send repair status listing reports to this customer via e-mail or fax on Mondays, otherwise False This field is not available in the Repair Micro edition. |
|
SendStatusReport |
Text |
True if the At Your Service – Internet Utility should send repair status listing reports to this customer via e-mail or fax on Tuesdays, otherwise False This field is not available in the Repair Micro edition. |
|
SendStatusReport |
Text |
True if the At Your Service – Internet Utility should send repair status listing reports to this customer via e-mail or fax on Wednesdays, otherwise False This field is not available in the Repair Micro edition. |
|
SendStatusReport |
Text |
True if the At Your Service – Internet Utility should send repair status listing reports to this customer via e-mail or fax on Thursdays, otherwise False This field is not available in the Repair Micro edition. |
|
SendStatusReport |
Text |
True if the At Your Service – Internet Utility should send repair status listing reports to this customer via e-mail or fax on Fridays, otherwise False This field is not available in the Repair Micro edition. |
|
SendStatusReport |
Text |
True if the At Your Service – Internet Utility should send repair status listing reports to this customer via e-mail or fax on Saturdays, otherwise False This field is not available in the Repair Micro edition. |
Do not send e-mails to customers that are billed to this customer |
StopEmailsWhen |
Text |
True if the At Your Service – Internet Utility should not send e-mails to customers when their invoices are billed to this customer as a third-party, otherwise False This field is not available in the Repair Micro edition. |
The miscellaneous customer account (i.e. customer account 0000000) is not included in the data export.
The additional export options are available only for licensed users of version 2.7 and higher.
(See also Exporting Customer Contacts, Exporting Customers with Contacts, Exporting Customer Accounts to QuickBooks, Importing Customers, Importing Customer Contacts, and Importing Customer Accounts from QuickBooks.)
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