Exporting Customers with Contacts

Section 11: Exporting Data > Data Exports from Main Modules

Exporting Customers with Contacts

This data export includes all records from the main Customers module with their corresponding customer contacts (see Customers).

The data export defaults to the comma-delimited (.csv) file format. It may be filtered by whether to exclude inactive customer accounts.

Export Option Fields

Field	Description
Exclude Inactive Customer Accounts	Check this box (the system default) to exclude inactive customer accounts, or uncheck this box to include all customer accounts.

Exported Fields

AYS Field	Exported Field	Type	Notes
Customer No.	CustomerNumber	Number	Unique customer account number
Customer Name	CustomerName	Text	Customer name
Quick Code	QuickCode	Text	Unique customer quick-entry code
Inactive	Inactive	Text	True if the customer is inactive, otherwise False
Contact Name	ContactName	Text	Shipping contact name of customer
Address Line 1	AddressLine1	Text	Shipping address line 1 of customer
Address Line 2	AddressLine2	Text	Shipping address line 2 of customer
City	City	Text	Shipping city of customer
Province/State	Province or State (see Americanized Spelling)	Text	Shipping province/state of customer
Postal/Zip Code	PostalCode or ZipCode (see Americanized Spelling)	Text	Shipping postal/zip code of customer
Country	Country	Text	Shipping country of customer
Business Phone	BusinessPhone	Text	Shipping business phone number of customer
Home Phone	HomePhone	Text	Shipping home phone number of customer
Mobile Phone	MobilePhone	Text	Shipping mobile phone number of customer
Fax	Fax	Text	Shipping fax number of customer
E-mail	Email	Text	Shipping e-mail address of customer
Web Site	WebSite	Text	Web site address of customer
Customer to Bill	BillingCustomer Number	Number	Third-party customer account to bill for this customer
Customer Since	CustomerSince	Date	Date since which this customer has been a customer
Discount Rate	DiscountRate	Number	Default discount rate in percentage for this customer
Payment Method	PaymentMethod	Text	Default payment method for this customer (Cash, Cheque or Check, Debit Card, Amex, Diners Club, Discover, JCB, MasterCard, Visa, PayPal, Credit Note, Account, or Other)
Payment Terms	PaymentTerms	Text	Default payment terms for this customer (C.O.D., 5 Days, 10 Days, 15 Days, 20 Days, 25 Days, 30 Days, 35 Days, 40 Days, 45 Days, 50 Days, 55 Days, 60 Days, 65 Days, 70 Days, 75 Days, 80 Days, 85 Days, 90 Days, 95 Days, 100 Days, 105 Days, 110 Days, 115 Days, or 120 Days)
Tax 1 Rate	Tax1Rate	Number	Default tax 1 rate in percentage for this customer (0 for no tax)
	Tax1onParts	Text	True if tax 1 applies to parts charges for this customer, otherwise False
	Tax1onLabour or Tax1onLabor (see Americanized Spelling)	Text	True if tax 1 applies to labour charges for this customer, otherwise False
	Tax1onShipping	Text	True if tax 1 applies to shipping charges for this customer, otherwise False
	Tax1onHandling	Text	True if tax 1 applies to handling charges for this customer, otherwise False
	Tax1onTravel	Text	True if tax 1 applies to travel charges for this customer, otherwise False
	RoundUpTax1	Text	True if always round up tax 1 to the nearest penny for this customer, otherwise False
Tax 2 Rate	Tax2Rate	Number	Default tax 2 rate in percentage for this customer (0 for no tax).
	CompoundTax2	Text	True if compound (multiply) tax 2 rate by tax 1 rate for this customer, otherwise False
	Tax2onParts	Text	True if tax 2 applies to parts charges for this customer, otherwise False
	Tax2onLabour or Tax2onLabor (see Americanized Spelling)	Text	True if tax 2 applies to labour charges for this customer, otherwise False
	Tax2onShipping	Text	True if tax 2 applies to shipping charges for this customer, otherwise False
	Tax2onHandling	Text	True if tax 2 applies to handling charges for this customer, otherwise False
	Tax2onTravel	Text	True if tax 2 applies to travel charges for this customer, otherwise False
	RoundUpTax2	Text	True if always round up tax 2 to the nearest penny for this customer, otherwise False
Tax 3 Rate	Tax3Rate	Number	Default tax 3 rate in percentage for this customer (0 for no tax).
	CompoundTax3	Text	True if compound (multiply) tax 3 rate by tax 1 rate for this customer, otherwise False
	Tax3onParts	Text	True if tax 3 applies to parts charges for this customer, otherwise False
	Tax3onLabour or Tax3onLabor (see Americanized Spelling)	Text	True if tax 3 applies to labour charges for this customer, otherwise False
	Tax3onShipping	Text	True if tax 3 applies to shipping charges for this customer, otherwise False
	Tax3onHandling	Text	True if tax 3 applies to handling charges for this customer, otherwise False
	Tax3onTravel	Text	True if tax 3 applies to travel charges for this customer, otherwise False
	RoundUpTax3	Text	True if always round up tax 3 to the nearest penny for this customer, otherwise False
Tax Exemption No.	TaxExemption Number	Text	Default tax exemption number for this customer
Allow Printing Statements	PrintStatements	Text	True if customer statements are to be printed for this customer, otherwise False
Allow Third-Party Billing to this Customer	OthersCanBill	Text	True if allow other customers to bill this customer, otherwise False
Print the following information in the billing section of another customer’s invoice when it is billed to this customer	BillingMessage	Text	Message to be printed in the billing portion of the Customer Invoice form when the repair order is billed to this customer as a third-party (Message for print a message that the invoice has been billed to the third-party, Charges for print all of the billing amounts before discount, or Template for print an empty billing template so that numbers can be manually written in)
Reference 1	Reference1	Text	Default reference 1 for this customer
Reference 2	Reference2	Text	Default reference 2 for this customer
Advertising	Advertising	Text	Default advertising method for this customer
Ship Via	ShipVia	Text	Default shipping method for this customer
Warranty Plan	WarrantyPlan	Text	Default warranty plan for this customer
Language	Language	Text	Default language for correspondence with this customer (E for English, F for English/French, or S for English/Spanish)
Notes to Print	NotestoPrint	Text	Printable notes for the customer
Copy these notes to all new Repair Orders, Sales Invoices, and Credit Notes for this Customer	CopyNotestoPrint	Text	True if notes to print from this customer are to be copied to other notes to print fields, otherwise False
Private Notes	PrivateNotes	Text	Private notes for the customer (not to be printed)
Copy these notes to all new Repair Orders, Sales Invoices, and Credit Notes for this Customer	CopyPrivateNotes	Text	True if private notes from this customer are to be copied to other private notes fields, otherwise False
Do not upload repair status search information for this customer to the Internet	UploadRepair Status	Text	True if the At Your Service – Internet Utility should not upload repair status search information for this customer to the Internet, otherwise False
Do not e-mail Estimate Notices to this customer	SendEstimates Email	Text	True if the At Your Service – Internet Utility should not e-mail estimate notices to this customer, otherwise False
Do not e-mail Pick Up Notices to this customer	SendPickUpEmail	Text	True if the At Your Service – Internet Utility should not e-mail pick up notices to this customer, otherwise False
Do not e-mail Receivables Notices to this customer	SendReceivables Email	Text	True if the At Your Service – Internet Utility should not e-mail receivables notices to this customer, otherwise False
Send Status Report	SendStatusReport Sunday	Text	True if the At Your Service – Internet Utility should send repair status listing reports to this customer via e-mail or fax on Sundays, otherwise False This field is not available in the Repair Micro edition.
	SendStatusReport Monday	Text	True if the At Your Service – Internet Utility should send repair status listing reports to this customer via e-mail or fax on Mondays, otherwise False This field is not available in the Repair Micro edition.
	SendStatusReport Tuesday	Text	True if the At Your Service – Internet Utility should send repair status listing reports to this customer via e-mail or fax on Tuesdays, otherwise False This field is not available in the Repair Micro edition.
	SendStatusReport Wednesdsay	Text	True if the At Your Service – Internet Utility should send repair status listing reports to this customer via e-mail or fax on Wednesdays, otherwise False This field is not available in the Repair Micro edition.
	SendStatusReport Thursday	Text	True if the At Your Service – Internet Utility should send repair status listing reports to this customer via e-mail or fax on Thursdays, otherwise False This field is not available in the Repair Micro edition.
	SendStatusReport Friday	Text	True if the At Your Service – Internet Utility should send repair status listing reports to this customer via e-mail or fax on Fridays, otherwise False This field is not available in the Repair Micro edition.
	SendStatusReport Saturday	Text	True if the At Your Service – Internet Utility should send repair status listing reports to this customer via e-mail or fax on Saturdays, otherwise False This field is not available in the Repair Micro edition.
Do not send e-mails to customers that are billed to this customer	StopEmailsWhen BilledTo	Text	True if the At Your Service – Internet Utility should not send e-mails to customers when their invoices are billed to this customer as a third-party, otherwise False
Contact Name	ContactContact Name	Text	Name of customer contact
Title	ContactTitle	Text	Title or position of customer contact
Business Phone	ContactBusiness Phone	Text	Business phone number of customer contact
Mobile Phone	ContactMobile Phone	Text	Mobile phone number of customer contact
Fax	ContactFax	Text	Fax number of customer contact
E-mail	ContactEmail	Text	E-mail address of customer contact

The miscellaneous customer account (i.e. customer account 0000000) is not included in the data export. And, depending on the selected data export format (see Data Export Formats), the main vendor information may be repeated for each vendor contact.

Exporting vendors with contacts is available only for licensed users of version 3.0 and higher, and is not available in the Repair Lite and Repair Micro editions.

Exporting Inventory