{"id":18846,"date":"2022-06-20T18:00:01","date_gmt":"2022-06-20T22:00:01","guid":{"rendered":"https:\/\/www.collabox.com\/2022\/11\/14\/exporting-the-customer-list\/"},"modified":"2024-07-15T12:58:38","modified_gmt":"2024-07-15T16:58:38","slug":"exporting-the-customer-list","status":"publish","type":"post","link":"https:\/\/doc.collabox.com\/en\/2022\/06\/20\/exporting-the-customer-list\/","title":{"rendered":"Exporting the customer list"},"content":{"rendered":"\n<p>Collabox has taken care of everything by allowing the export of the customer list to a .csv file that can then be transformed into an Excel or PDF file.<\/p>\n\n<h3 class=\"wp-block-heading\">How to export the customer list<\/h3>\n\n<p>First, select the &#8220;Configuration&#8221; menu at the top of your screen.<\/p>\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"992\" height=\"92\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2017\/11\/Configuration.png\" alt=\"\" class=\"wp-image-17252\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2017\/11\/Configuration.png 992w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2017\/11\/Configuration-300x28.png 300w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2017\/11\/Configuration-768x71.png 768w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2017\/11\/Configuration-610x57.png 610w\" sizes=\"auto, (max-width: 992px) 100vw, 992px\" \/><\/figure>\n\n<p>Then, go to the left menu and click on the &#8220;Export&#8221; feature.<\/p>\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"285\" height=\"508\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-77.png\" alt=\"\" class=\"wp-image-17982\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-77.png 285w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-77-168x300.png 168w\" sizes=\"auto, (max-width: 285px) 100vw, 285px\" \/><\/figure><\/div>\n\n<p>A page is displayed and an action is required on your part. Choose the &#8220;Export to CSV text file&#8221; option. Then click on the &#8220;Export&#8221; button.<\/p>\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"355\" height=\"337\" src=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-79.png\" alt=\"\" class=\"wp-image-17986\" srcset=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-79.png 355w, https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/image-79-300x285.png 300w\" sizes=\"auto, (max-width: 355px) 100vw, 355px\" \/><\/figure><\/div>\n\n<p>Save the file in a place that is easy for you.  <\/p>\n\n<h3 class=\"wp-block-heading\">Open a CSV file<\/h3>\n\n<p>To open your CSV file in the easiest way, use the Excel software of the Office suite. For Mac users, open the &#8220;File&#8221; tab, then select the &#8220;import&#8221; option. Choose your file and open it.<\/p>\n\n<p>PC users must open an Excel document and then go to the &#8220;Data&#8221; tab. Then you have to choose the option &#8220;From a text file\/CSV&#8221;. Choose your file and open it.<\/p>\n\n<p>That&#8217;s it, you have successfully exported your client list! At any time you can save it in PDF format from your Excel file.<\/p>\n\n<p>Watch several <a href=\"https:\/\/www.youtube.com\/channel\/UCXyKhYCkb1t6YftNaeb3l9A\">tutorials and videos on our Youtube channel<\/a> and visit our Tips and Tricks section in the <a href=\"\/category\/tips-and-tricks\/?lang=en\">Blog<\/a> to continue your Collabox configuration!  <\/p>\n\n<p>If you have any questions, please contact us and we will be happy to answer you.<\/p>\n\n<p>info@collabox.com (418) 907-9274<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Collabox has taken care of everything by allowing the export of the customer list to a .csv file that can then be transformed into an Excel or PDF file. How&#8230;<\/p>\n","protected":false},"author":1,"featured_media":28160,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[230,208],"tags":[],"class_list":{"0":"post-18846","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-digital-transformation","8":"category-import-and-export-of-data"},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.6 (Yoast SEO v26.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Exporting the customer list - Collabox 2026 Import and export of data ERP software \u00c3\u00a0 la carte<\/title>\n<meta name=\"description\" content=\"Export your customer list quickly through your Collabox by creating an easy to manage CSV file.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/doc.collabox.com\/en\/2022\/06\/20\/exporting-the-customer-list\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Exporting the customer list\" \/>\n<meta property=\"og:description\" content=\"Export your customer list quickly through your Collabox by creating an easy to manage CSV file.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/doc.collabox.com\/en\/2022\/06\/20\/exporting-the-customer-list\/\" \/>\n<meta property=\"og:site_name\" content=\"Collabox\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/collbx\" \/>\n<meta property=\"article:published_time\" content=\"2022-06-20T22:00:01+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-07-15T16:58:38+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/SW_Exportation_donnes.png\" \/>\n\t<meta property=\"og:image:width\" content=\"2579\" \/>\n\t<meta property=\"og:image:height\" content=\"1863\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"ad2816ed_admin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"ad2816ed_admin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/doc.collabox.com\/en\/2022\/06\/20\/exporting-the-customer-list\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/doc.collabox.com\/en\/2022\/06\/20\/exporting-the-customer-list\/\"},\"author\":{\"name\":\"ad2816ed_admin\",\"@id\":\"https:\/\/doc.collabox.com\/en\/#\/schema\/person\/f5c41eec8a13ff07c99a6059ded74439\"},\"headline\":\"Exporting the customer list\",\"datePublished\":\"2022-06-20T22:00:01+00:00\",\"dateModified\":\"2024-07-15T16:58:38+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/doc.collabox.com\/en\/2022\/06\/20\/exporting-the-customer-list\/\"},\"wordCount\":238,\"publisher\":{\"@id\":\"https:\/\/doc.collabox.com\/en\/#organization\"},\"image\":{\"@id\":\"https:\/\/doc.collabox.com\/en\/2022\/06\/20\/exporting-the-customer-list\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/doc.collabox.com\/wp-content\/uploads\/2022\/06\/SW_Exportation_donnes.png\",\"articleSection\":[\"Digital transformation\",\"Import and export of data\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/doc.collabox.com\/en\/2022\/06\/20\/exporting-the-customer-list\/\",\"url\":\"https:\/\/doc.collabox.com\/en\/2022\/06\/20\/exporting-the-customer-list\/\",\"name\":\"Exporting the customer list - 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