Exporting Organisations

You can export the current Organisation databases into a named file. The output records have the same layout as the corresponding Import records. This is useful if you want to create an import file; create a ‘dummy’ record, populating the required fields with discernible text, such as REF in a reference field. The exported data can then be used as a template for the import layout.

How to Export Customers

To export data, show the Organisation records in the summary and filter the list as required.

In the WebServer, navigate to Your Company > Orgs, then use the Export option in the Summary Options navigation bar; this will then offer the option to View the output. Now, you can open or save the file.exporting tab on webserver

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