Exporting Customers

This guide will teach you how to export your customer information as a .CSV

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Written by FieldPulse
Updated over a week ago

You can export your customer information from FieldPulse as a .CSV file. To perform an export, click on 'Company Settings', then click on 'Customers'.

Within the Customers tab, click on Export Customers. You will see a grey status bar at the bottom right indicating that an export is being prepared and sent to your email.

You'll see a status bar pop up in the upper right corner showing the progress of your export. Updates pop up in the bottom right corner.

You will receive an email to the address you registered with FieldPulse with a .CSV customer export attached. Click the download button to save it to your computer.

Congratulations! You just exported your customer information. If you need any help please email us at support@fieldpulse.com or live chat with us using the blue button in the bottom right corner.

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