Exporting Customer Contacts

This data export includes all customer contact records from the main Customers module (see Customer - Contacts Tab).

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	Customer account number
Contact Name	ContactName	Text	Name of customer contact
Title	Title	Text	Title or position of customer contact
Business Phone	BusinessPhone	Text	Business phone number of customer contact
Mobile Phone	MobilePhone	Text	Mobile phone number of customer contact
Fax	Fax	Text	Fax number of customer contact
E-mail	Email	Text	E-mail address of customer contact

 

The miscellaneous customer account (i.e. customer account 0000000) is not included in the data export.

Exporting customer contacts is available only for licensed users of version 2.6 and higher, and is not available in the Repair Lite and Repair Micro editions. The additional export options are available only for licensed users of version 2.7 and higher.

(See also Exporting Customers, Importing Customer Contacts, Exporting Customers with Contacts, and Importing Customers)

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Exporting Customers