Forum - How do I export my contact list to Excel?

How do I export my contact list to Excel?

Edwin

2016-11-22

Hello.

I need a list of all my customers to use in an Excel document that I have. How do I do this?

This answer was correct

Created byMartins Ebersteins19:33 23 Nov 2016

Dear Edwin,

If you need more details from the contact cards, you can use module Integration (has to be enabled through access rights before it is available) -> Routines -> Exports -> Contact List and tick there "Include Customers".
It will export all customers from your database with more details.

Best regards,
Eberstein Business Solutions
HansaWorld Business Partner
----------------------------
Exceeding Customer Expectations
www.ebersteins.com
support@eberstein.lt

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HansaWorld

2016-11-22

Hello,

To do this you go to the Sales Ledger module -> Reports -> Contact List -> Leave the contact field empty to print all contacts -> Under Selection you pick what contacts you want to include in the report -> Click on Excel under Media -> Click on Run

If you have any other questions don't hesitate to ask.

- HansaWorld

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This answer was correct

Martins Ebersteins

2016-11-23

Dear Edwin,

If you need more details from the contact cards, you can use module Integration (has to be enabled through access rights before it is available) -> Routines -> Exports -> Contact List and tick there "Include Customers".
It will export all customers from your database with more details.

Best regards,
Eberstein Business Solutions
HansaWorld Business Partner
----------------------------
Exceeding Customer Expectations
www.ebersteins.com
support@eberstein.lt

Reply