This function requires a desktop or laptop computer. You must have the Manager or Administrator role to export customer data.


You can export your customer data to an Excel file. This is helpful when you would like to do an email marketing campaign, using programs such as Mail Chimp, Constant Contact, or Vertical Response.


You can also use the Excel file to make bulk changes to customers information, and then simply import the list again.


To export your customers

       

  • Click Export from the action bar

       

  • You will be asked to open the Excel file, or save it on your computer


NOTE

The Export file will include an extra column that is not required for the Import. The column is called Creation Date. This column indicates the date and time the customer was created in ServicePal.