Export customers to CSV
Create a customers CSV using the selected period and the module’s exact joins, exclusions and formatting.
Exact navigationAdmin Area → Utilities → CSV Export → Export Type → Customers
Before you begin
- Use the exact navigation above and confirm the intended record, tenant, customer, property, document or date range.
- Confirm module activation and the stated permission instead of using another staff member’s account.
- For public, email, provider, finance, signature or destructive actions, use a controlled test record before production use.
What this guide covers
Create a customers CSV using the selected period and the module’s exact joins, exclusions and formatting. These instructions follow the supplied module’s live menus, controller actions, form fields, model validation and downstream effects.
Exact step-by-step process
- Sign in to the staff admin area and open Admin Area → Utilities → CSV Export → Export Type → Customers.
- Confirm that your account meets the access rule: Administrator.
- Open the required record or configuration and review its current values before making a change.
- Complete the displayed fields or action exactly as described in this guide.
- Save, submit, download or confirm the action using the button presented by the module.
- Reopen the source record and verify the expected status, output, notification, file or linked record.
Fields, choices and supported possibilities
Date filter columnclients.datecreated
IncludedCustomer fields, customer custom fields, company name, primary contact, groups and related display values
Excluded/changedleadid, addedfrom, raw company/show_primary_contact/default_language fields are replaced or omitted as coded
Derived valuesCountry short name, base/default currency, active language, creator, lead source and primary contact
Category/help-centre/category/csv-export-manager/
Topic/help-centre/topic/csv-export-manager-customers/
Code-backed validations and workflow rules
- The exporter filters clients.datecreated when a period is selected.
- Rows are streamed in batches and headings are generated from the final field list.
Expected result and verification
- The export customers to csv workflow completes without bypassing the module’s permission and validation checks.
- The saved value, generated file, status, notification or linked CRM record is visible from the same workspace.
- Any validation message remains visible until the source data or setting is corrected.
Security, privacy and operational checks
- Use least-privilege staff access and do not use another person’s account to reach a hidden action.
- Review personal, financial, identity and compliance data before sending, exporting or exposing it through a public link.
- Test configuration, email, public forms, accounting effects and provider connections with controlled records before production-wide use.