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Who uses this: Only users with an Admin role can export customers. Availability: All regions.
Exporting customers downloads all of your customer information from FieldPulse as a CSV file. You start the export from the Customers page, and FieldPulse sends the finished file to the email address registered with your FieldPulse account.

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Overview

The customer export produces a CSV file of your customer information. You select Export on the Customers page, FieldPulse confirms on screen that the export has started, and a second confirmation appears once the export is complete. The finished CSV arrives as an attachment on an email sent to the address registered with your FieldPulse account, which you open and save to your computer.

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Before you begin

  • Confirm you have an Admin role. Only users with an Admin role can export customers.
  • Make sure you can get to the email address registered with your FieldPulse account, since FieldPulse sends the finished export there.

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On web

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Export your customer list

  1. Select Customers in the left-side menu.
  2. On the Customers page, select Export at the top right. The Customers page in the FieldPulse web app with Customers highlighted in the left-side menu and the Export button highlighted at the top right of the page
  3. Watch for the confirmation messages at the bottom right of the screen. The first appears as soon as the export starts and reads “Once the export is completed, you will receive an email with the export attached.” The second appears when the export has completed and reads “Your export has been completed. Please check your email.” The two export confirmation messages stacked at the bottom right of the screen — the first says you will receive an email with the export attached, the second says your export has been completed
  4. Open the email FieldPulse sends to your registered address and select the attachment to view and save the CSV to your computer.
The FieldPulse export email, with the FieldPulse logo at the top and the message "Your FieldPulse Customer export is attached"

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Still need help?

Reach the FieldPulse support team at support@fieldpulse.com or through the chat feature in the bottom-right corner of your screen. Your export worked when the second confirmation message appears, the email lands at your registered address, and the attached CSV opens with your customer list.