Exporting Clients

Via the client overview screen, you can export clients. You do this by selecting import/export filters. Then click on 'export clients' and a CSV file will download.

CSV File

The following data is exported:

  • Client number
  • Name
  • Contact person
  • Email
  • Phone number
  • Mobile phone number
  • VAT number
  • Billing address: Address line 1
  • Billing address: Address line 2
  • Billing address: Postal code
  • Billing address: Municipality
  • Billing address: Province
  • Billing address: Country
  • Delivery address: Name
  • Delivery address: Address line 1
  • Delivery address: Address line 2
  • Delivery address: Postal code
  • Delivery address: Municipality
  • Delivery address: Province
  • Delivery address: Country

exporting clients

Making CSV file readable

The export will place all data in one column. To make the file more readable, convert the file to a classic Excel spreadsheet. You can do this in several ways:

  • In the CSV file, click on 'data' and then on 'text to columns'. Important here is that you set the delimiter to a comma.
  • In the CSV file, click on 'data' and then on 'from text/csv'. You select the CSV file to convert and check the delimiter.
  • Use an online conversion tool to convert the CSV file into a readable Excel file.