Sage 50cloud Accounts: Export customers to CSV

Please read the overview article before completing these steps: Sage 50cloud Accounts: Overview

Within Sage, go to 'Customer List' and click 'Reports'. From here, click 'Customer Details Reports' and open 'Customer Record CSV (Extended)'. The Sage 'Criteria' panel will open, click OK which will then open a preview. On this preview, click 'Export' (in the top navigation bar). Select the location where you would like to save the file and select save as type: CSV files (*.csv), finally, click 'save'.

Note: If you have any issues with exporting your customers to a CSV format, please contact Sage.

If you do not have a value in the title field Commusoft will automatically place the first one in your list in system settings into this field.

It is important to clean your data. Follow this article to help you Clean your data.

Go back to: Sage 50cloud Accounts Overview