How To Export Customers/Conta from simPRO

How To Export Customers/Conta from simPRO

Overview


Export Simpro Premium data into a CSV or text file to manage and analyse data from different areas of your business. Learn more about importing customers in How to Import Customers.



Required setup

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Export People

Before performing the steps detailed below, ensure that this part of your build is set up correctly. The relevant steps to set up the features and workflows detailed in this article can be found here:


How to Manage Customers


Go to Export > Customers to export customer or customer contact details and settings using the following options:

Export TypeSelect to export your customer list as a CSV or tab delimited file.
What to Export

Select Customer Details to export details from Profile > Details in the customer card file, as well as information in Profile > Settings > Customer Profile.

Select Customer Contacts to export contacts added in Profile > Contacts in the customer card file.

Customer TypeExport Customer, Lead or All.
More Options

To adjust which fields are included in the customer export and how they are displayed, select:

  • Include 'CLI' Prefix on Customer ID to indicate the ID belongs to a customer (client)
  • Include Customer Banking Details as defined in Profile > Settings > Banking in the customer card file
  • Include Customer Tags as defined in Profile > Tags in the customer card file
  • Include Customer Custom Fields in Export as defined in the Custom tab in the customer card file.
Company/Individual NameEnter to export customers with a specific name.
Email Address

Select Show only Customers / Contacts with Email Address to export customers / contacts with an email address entered in Profile > Details / Profile > Contacts.

Select Show only Customers / Contacts with No Email Address to export customers / contacts with no email address entered.

Alternatively, select All.

Active / Archived

Select Show Only Active Customers to export customers currently active in Simpro Premium.

Select Show Active and Archived Customers to export both active and archived customers.

Select Show only Archived Customers to export only archived customers.

StateExport customers belonging to one or more specific states.
Customer Created DateExport customers created within a specific date range.
Customer TagExport customers with specific customer tags applied in Profile > Tags. Alternatively, select No Customer Tag. Learn more in How to Use Tags.
Customer GroupExport customers belonging to a specific customer group. Alternatively, select No Customer Group. Learn more in How to Use Customer Groups.
Customer ProfileExport customers belonging to a specific customer profile. Alternatively, select No Customer Profile. Learn more in How to Use Customer Profiles.
Default Invoice MethodExport customers according to their default invoice method. Alternatively, select All.
Account ManagerExport customers assigned to a specific account manager. Alternatively, select No Account Manager.
Custom FieldsAny additional custom fields appear as drop-down lists for filtering. Learn more in How to Use Custom Fields.


    • Related Articles

    • LANA Update: simPRO V2.0

      simPRO Version 2.0 Integration with LANA Software 1. Enhanced Communication Features Messaging Capabilities: Users can now send messages directly to three key contact types within LANA, enabling seamless communication throughout the project ...

    • Customizing LANA Workflow Document - simPRO 2.0 Update

      LANA x simPRO 2.0 Integration Workflow Document We’re thrilled to introduce the latest update to the simPRO 2.0 Workflow document! This update includes recent changes, and we’re here to guide you through maximizing the customization of your ...

    • Bulk Actions - Import and Export Contacts

      Using the Bulk Actions features in your Contacts/Smart Lists section, you can perform multiple one-off actions to selected or all contacts. Here’s how to export contacts using the bulk action feature: Step 1: Choose Your Contacts Navigate to your ...

    • Updating customer Group from simPRO to LANA

      How to update the customer group from simPRO to LANA? 1. Go to https://subscription.lana.software/dashboard and click Agencies. 2. Then click the search bar. Type the company name of the client and click it to access their settings. 3. Now scroll ...

    • Creating LANA As A SimPRO API

      Step 1 Log in to your simPRO Account Step 2 In the top right corner of the screen, click the Cog then go to Setup. Step 3 Within the setup screen, click the bottom left option API, then select Applications. Step 4 Click on the Create Application ...