Export Accounts 

To export account details in a .csv file:

  1. Navigate to Customers > Accounts in the main menu.

  2. To export information on all accounts, click Export on the top right.

  3. Once the export is complete, you will receive an email to download the .csv file.

    Example of exported accounts

Note

Keep in mind that by clicking Export you download all account records regardless of the filters applied to the grid. To export only the list of filtered records, use the Export Grid functionality.

Highlight the export grid button