Exporting contacts

Steps

  1. Navigate "Tools > Export"
  2. Ignore the date fields
  3. Select All Contacts from the Report drop down menu
  4. Tick the "Download File check box"
  5. Click the View button

Exporting your contacts from Clear Books is very easy with the Data Export Tool. Using the All Contacts report you can download a csv of both supplier’s and customer’s contact information to your computer.

Step 1.

Navigate  ”Tools > Data”.

Data Export Tool

Step 2.

There is no need to select a period or date range when exporting contacts, so you can ignore the date fields.

Step 3.

From the ”Report” drop down menu choose whether to export “All Contacts”, “Customers” or “Suppliers”.

Export All Contacts

Step 4.

Tick the “Download File” check box to download the file to your computer.

Step 5.

Click “View”. The CSV file will  be downloaded to your computer where it can be opened (using for example Microsoft Excel on a PC) or uploaded into another programme.