The Export Data utility allows you to export a list of customers to an Excel CSV file (spreadsheet). This information can include the customers' names, addresses, phone numbers, and emails, which can be used for marketing purposes or to send general correspondence.

1. On the top menu bar of Retailer, click on Utilities →  Import / Export Files → Export Data.
2. Options
   
1. Customer Range - You can limit the customers exported to a set range by ticking Customer Range checkbox and setting the range from the drop-down boxes. This is the range of Customer numbers to export.
   
3. Format Type
   
1. Basic - Will use the export options shown in the Export Format box.
   
2. Advanced - Will allow you to set the change Export Format settings.
   
4. Export Format
   
1. Comma-Delimited - Will set a comma between each column. (Commonly used in CSV files.)
   Tick the box for Enclosed Text in Quotes to put quotes around any field that contains text in the exported file.
2. Fixed Columns - Will add a Width column option in the Selected Fields section, which allows you to specify a fixed amount of space between columns.
   
5. Selected Fields
   
   Double-click the fields you wish to include in the export file from the left-hand grid. They should move to the selected field side on the right.
   List of Customer Data Fields

   1. Customer Number
   2. Balance
   3. Layby Balance
   4. Full Name
   5. Company Name
   6. Salutation
   7. First Name
   8. Surname
   9. Birthdate
   10. Full Address
   11. Unit Number
   12. Street Number
   13. Street Name
   14. Street Type
   15. State
   16. Postcode
   17. Postal Address 1
   18. Postal Address 2
   19. Postal Suburb
   20. Postal State
   21. Postal Postcode
   22. Phone Number
   23. After Hours Phone
   24. Barcode
   25. Suburb
   26. ABN
   27. No. of Visits
   28. Property Name
   29. Fax
   30. Email
   31. Mobile
   32. License Number
   33. Gender
   34. Web Site
   35. Anniversary
   36. Customer Start Date
   37. Account Customer
   38. Discount Profile Code

   
   
6. When selecting a field on the right-hand side:
   
1. The Up and Down Arrow buttons will move the selected field up and down the grid. This is the order of columns in the file.
   
2. The Minus button will remove the selected item.
   
3. The Dots and Dashes button lets you change the column width if you selected fixed columns in the Export Format options.
   
4. The Bin icon button will remove all items from the right-hand grid.
   
7. Click the Export button, and the Save As window will open, allowing you to choose the file name, location to save the file, and the file type.
   
1. Save as type - Select a TXT or CSV file type from the drop-down here.