Exporting Customer Data
You can export a list of customers by generating a mailing list:
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Enter a Start and End range of Customer ID’s – or check the box marked “All”.
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Check the box naked “Reverse Name”.
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Select the Salesperson(s) or check “All”.
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Select the Deliver Via(s) or check “All”.
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Select the Tax Code(s) or check “All”.
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Click “Export File”.
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Click “Create File”.
Exporting Product Data
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Select the Category(ies) or check “All”.
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Select the Vendor(s) or check “All”.
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Select the Store(s) or check “All”.
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Select the Warehouse(s) or check “All”.
In the “Include Options” group box, select:
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“Ok to Backorder” to include backorder items.
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“Manufacturer Discontinued” to include manufacturer discontinued items.
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“Store Discontinued” to include store discontinued items.
Then export the file!
For instructions on uploading your data to Clientbook, please refer to How to Upload External Data Into Clientbook or contact our Support team for help.