Export Customer Details for Mailing list - Solar Accounts Online Forum

Export Customer Details for Mailing list

I am trying to export my customer list to a .cvs file but when I do so, I only get the 'Bill to address' which shows address line 1 and not the other lines (e.g. 3 example street instead of 3 example street, town, region, post code). Is there a way I can configure
this as I would like to use these details as part of an upcoming mailing campaign.

Thanks

Dean

Posted by Dean Benstead on Oct 13, 2011 6:36 PM BST

Hello Dean,

Solar Accounts exports the full address, but Microsoft Excel only shows the first line of the address by default. To see the full address in Microsoft Excel increase the height of the row.

Regards,

Posted by Mark McLaren (Solar Accounts) on Oct 14, 2011 8:10 AM BST

Thanks Mark, I've got them to go into separate cells now so I have it just as I want it. Dean

Posted by Dean Benstead on Oct 16, 2011 12:45 PM BST

How do you export all customers details with the customer list? I only get Customer name, Tel, Balance? I go to File-Export to-...?

Posted by Andy Fuller on Sep 20, 2012 3:03 PM BST

Hi Andy,

Click menu File > Export To > Comma Separated CSV File, then tick only 'Customers' and click Export. The CSV file can then be used for your mailing list.

Regards,

Posted by Mark McLaren (Solar Accounts) on Sep 20, 2012 3:53 PM BST

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