Exporting customers

The customers page can export your full address book, or just a filtered subset, as a single CSV file with one row per customer.

Gathering customers for export

There are two ways to start an export — pick whichever fits the customers you want.

From the list-level Export button

Click Export CSV above the customers list. The dialog offers three scopes:

• All results — every customer in your business.
• Current page — only the customers visible on the current page of the list.
• Matching your search — only customers matching your active search and filters.

For the third option, use the search bar and filters first to narrow down the list. Filters cover country, registration number, currency, language, salesperson, and other customer attributes. Pick a scope and click Export.

From a row selection (bulk actions)

If you only want specific customers:

1. Tick the checkbox at the start of each row you want to include.
2. Click Export CSV in the bulk action bar that appears at the top of the table.

If your selection spans more than the current page, use Select all rows from all pages to expand it to everything in the filtered list before exporting.