Export Customers

The Export Customers option allows users to export customers with a certain criteria to be used with a word processing program such as Microsoft® Word, for merged mailings. The exported data can also be used in a wide variety of other software programs, such as Microsoft® Excel. The Export Customer Wizard steps you through this process and lets you choose not only which customers but which fields you want to include in the exported file.

To export customers

Click here to start the Export Customer Wizard Tutorial

This is the main Export Customer Wizard layout.

As you make choices and click NEXT the left panel is updated with the information about this exported customers. This allows the user to see the progress of building the file as each field is added.

After you have successfully built the list of customers for your mail merge, you must use your word processing software to generate the letters. Please refer to that software program for instructions on how to merge this file with your letters/labels.

Example, of a merged letter using Microsoft® Word.

FILENAMES AFTER EXPORT - EXPORT CUSTOMERS
Current Customers	CustomerExportC.txt
Expired Accounts	CustomerExportE.txt
Not Renting	CustomerExportN.txt
Renting	CustomerExportT.txt
In a ZipCode	CustomerExportZ.txt
One Customer	CustomerExportO.txt
Specific Rating	CustomerExportG.txt
Birthday	CustomerExportB.txt
All Customers	CustomerExportL.txt
Customers with Bad Checks	CustomerExportK.txt
Terminated Accounts	CustomerExportR.txt