There are two ways to download registers or a list, via Group Settings and via certain orders and registers.
Download
If you see this symbol, you can download a list. You can filter the list by performing a search, for example on a customer name.
Export registers via Group settings
Admin permissions are required.
Do this:
- Go to the page Group settings.
- On the Group Settings page go to the bottom of the page and click on Export Records. You will end up on the Export page.
You can export these parts as XML files by clicking on the respective register. The XML files can be easily uploaded again on the upload page.
- Article register
- Customer*
- Service
- Full
If you would rather receive a CSV file or Excel file, select one of these.
- Article register
- Customer*
- Service objects
*Regarding the customer register, note that only the visitor address is exported (also applies to the country information).
