MULTIPLE ADDRESS EXPORT FOR CUSTOMERS

MULTIPLE ADDRESS EXPORT FOR CUSTOMERS

To use this feature you need to create a schema for exporting customers and all of the addresses for each.

 

First go to Admin Switchboard >> Excel Import/Export tab >> Click Export Customers 

 

Next, Customers Export screen will show.

Select Create Schema

 

Note: COMPANY_NAME is already checked

 

To enable box for Multiple Address you can click on all options EXCEPT the following:

 

ACCOUNT_NO

FEDERAL_TAX_ID

RESELLER_NUMBER

CUSTOMER_FIELD_1

CUSTOMER_FIELD_2

CUSTOMER_FIELD_3

 

Next, create Name for schema

Select File Extension

Type should be Customers

Check the box for Multi-Address

Click on Save

 

Now that you have created a schema, you are now ready to export.

 

Note: Make sure that Export Type is CUSTOMERS

 

To export, on Ready To Export tab:

Select File Folder location

Create File Name

Select Schema created to export customers that would include all addresses for each

You may also select Search Filter according to what order the list  will be placed

If everything is set, click on Export

 

SAMPLE RESULT:

 

Attachments (MULTIPLE ADDRESS EXPORT FOR CUSTOMERS.pdf)