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How to export the customer list to Excel (.XLS)

See how simple and practical it is to export your customer list to an Excel file in XLS format.

Important

  • Before exporting, you can create filters and subfilters on the information appearing on your Nex. The exporting procedure will take into account how the information is displayed on your screen. If you wish to use these filters before exporting, click here and see how!

Let's export the customer list to an Excel file?

1. Access the Customers screen.

2. Click on the three dots icon (...), in the upper right corner of the screen.

3. Click on Layout and then on Add or remove columns.

4. Check only the information you want to export about your customers.

Unchecked information will be momentarily removed from the screen and ignored during export, but you can select them again later.

5. Click on the three dots icon (...) again.

6. Click on Export.

7. Choose the Name and location where the file will be saved.

8. Click on Save.

Done! The information displayed on the screen has been exported to an Excel file in the chosen location.

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