How To Export Customers

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Instructions

  1. Navigate to the Customers page.
  2. Select Options.
  3. Select Export Customers to File.

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  4. Then Click Download.

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Note: Customer notes aren't included in the customer export, which only covers customer details such as names, contact details, addresses and custom fields. You can view a customer's notes on the Notes tab of their customer record. 

Additional Information

For more info on Exporting see here: Understanding Timesheet Exports

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