Customer exports
Export customers, contacts, leads, expenses and payments to streamed CSV files for selected date periods.
How-to guide
Export customers to CSV
Create a customers CSV using the selected period and the module’s exact joins, exclusions and formatting.
Open guide →How-to guideReview included columns in the Customers export
Customer fields, customer custom fields, company name, primary contact, groups and related display values
Open guide →How-to guideReview excluded or replaced fields in the Customers export
leadid, addedfrom, raw company/show_primary_contact/default_language fields are replaced or omitted as coded
Open guide →How-to guideReview derived and joined values in the Customers export
Country short name, base/default currency, active language, creator, lead source and primary contact
Open guide →How-to guideVerify the date-range column in the Customers export
clients.datecreated
Open guide →