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Exporting Customer records from the Customers Directory

Learn how to export Customer records from the Customers Directory.

New to the Customers Directory? Read the first article in this series for an introduction to the Customers Directory feature.

 

Accessing the features mentioned in this article


Where can I find this feature using the top menu?

Customers > Directory > Export
 

What more do I need to use this feature?

  • Admin or restricted permissions to View Customer List and Edit Customers.
  • Customer records imported or added with associated booking data.
     

Which Checkfront version supports this feature - classic items, classic products, or both?

  • This feature is available in both our classic items version using classic items (Inventory > Items) and our classic products version using classic products (Inventory > Products).  → Learn more about products

 

Exporting Customer records

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The Customers page displays a customer list with an arrow highlighting the Export button used to download customer data.

You can Export a report from your Customer Directory using the link in the top right corner, next to the Columns button.

 

The Export dialog box appears showing options for saving customer data as a CSV file with settings for format, columns, and export location.

The Export modal allows you to choose your preferences for the file.

 

Save As

Specify the name of the export file. By default, the file name is Customers. You can edit the file name by focusing on the Save as field and entering a different name.

 

Format

Export report to MS Excel (XLSX), CSV (Comma-separated Value), PDF (Portable Document Format), or XML (eXtensible Markup Language).

 

Save To

The report can be saved to MyComputer, Email, or Google Drive.  

 

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Emailing exports

Emailed Exports are sent as links to the files securely hosted in Google Cloud Storage.

 

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Learn more about Google Drive

For a detailed look at exporting to Google Drive, check out the following article:

 

Columns

Choose Export Visible columns or All columns (if there are columns you have chosen to hide in the online report view).

 

Max Rows

Limit the maximum number of rows to Export (Max Rows) or Export All Rows. 

 

Formatting

Use ISO Dates allows you to choose the format of dates within the Export.

  • When selected, you see the format YYYY-DD-MM, for example, 2020-06-09.
  • When not selected, you see the format configured with the Date Format setting (Manage > Setup > Locale). 

 

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Exporting the Customers Directory with name fields

Currently, you cannot export the Customers Directory with two separate name fields, e.g., Customer's first name and Customer's last name.

One way this may be done is to split the single Customer name field using Microsoft Excel, or a similar spreadsheet program, after exporting.

See more about how to split fields in Microsoft Excel here: 

 

 

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