Export customers from the customer portal

To export customers:

1. Click the Customer Portal option found under the Users and Control section in the Settings page.

   

2. The Customer portal page will be displayed and all customers will be listed. Click the Export button. .

   

3. The Export Customers tab will appear.

   

4. In the Filter by Permission drop down you can choose the customers to be exported based on their permission.

   

5. In the Filter by Status drop down you can choose the customers based on whether they are approved, pending or unconfirmed.

   

6. In the select format to export field choose the file format in which the customers have to be exported. There are four available formats - CSV, XLS, XLX and TSV

   

7. Click on the Export button. The file containing the customers will now get downloaded.