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Export customers

You can access this area via Settings > Account > Export Customers

You can export your customers at any time to import the list into third-party programs or to back it up locally.

This is only permitted for employees who have the appropriate permissions.

Export Wizard

In the following, you will be asked which email address the export should be sent to. Only addresses that also have administrative rights in the calendar will be suggested here.

Next, you can select which customer fields you would like to export. Please mark the desired fields:

Confirm and download customer export

You will receive a confirmation email at the email address specified in step 1. Please click on the link and then enter the password valid for the specified email address in the input form. The customer export will then be calculated and you will receive another email with the download link at this address.

Further process export

You can open the downloaded export in spreadsheet programs like Excel or Open Office and process it further or import it into other software. Belbo adheres to international standards.
If you have problems displaying the table, you can proceed as described here.

Categories: Customer Management & Records
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