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Merge Data Export (#CUSMDEXP01)

Last updated:   Applies to:   In industries:   Of versions:   Special contents:
20151016 (Andy)   Pro, MultiUser, MultiSite, MultiView   Self Storage EditionMarina EditionVault Edition   9.3.2 (and higher)   n/a

What does the Merge Data Export function do?

The Merge Data Export function can be found on the Customers menu. This function exports all Customer and Agreement records into a comma separated value (.CSV) file. The file format is as follows:

  • Title
  • First Name
  • Customer Name
  • Address
  • Suburb
  • City
  • State
  • PostZip Code
  • Country
  • Email Address
  • Agreement Number
  • Units Occupied
  • Active Agreement
  • Home Phone
  • Work Phone
  • Cell Phone
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