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 have any questions about customer exports, please contact us: email@example.com
Next up: Our 'How To' Articles