Export a List of Customers Contact Information

If you are looking to export a list of Customer contact information to a CSV file to include details (such as Contact Name, Address, Email Address etc.) it is possible for KashFlow to do this for you.

Running the Report

To export this, go to

Reports > Income Reports > Customer Report 

You will then be presented with two options

  1. All Customers – This will export ALL your Customers
  2. Customers invoiced between specific dates – This will only export Customers you invoiced between the dates selected. “Invoiced” is determined on the Issue Date of the Invoice.

This will then download a CSV file containing the information, including custom fields.

Note: If you are opening this report in Excel you may have to adjust column widths for information to display correctly

See how IRIS KashFlow works with your business and your books