There are several ways you can export customer data. Please see the Exporting Customers: Overview for links to all the customer export options.

From the Clientele menu, The Edge can export customer records to a CSV file suitable for marketing purposes. To export:

1. Click Clientele > Export.  There are two export options:

   For Mailing	Only includes customers that meet your criteria AND have a Preferred Mailing Address set.  The export includes name, address, and email.
   For Other	Includes all customers that meet your criteria.  The export includes additional fields such as occasions (birthday, anniversary), spouse, acquisition, and more.

2. The Customer Export window will appear.
   
3. Click the Customer Criteria drop-down to utilize the Customer Find filter to enter criteria for customers to include.  If you do not specify any criteria, all customers will be included.
   NOTES
   • You can use the text =ANY or =NONE in the Customer Find Filter to set conditions on your search. For example, typing =ANY into the email field will only return customers that have an email address. Typing =NONE into that field instead would only return customers with no email.
   • The Results tab of the Customer Find Filter controls how customers are targeted for export.  You can export just primary customers, or just their spouses, or each individually, or as a couple.  There are additional options here to target customers based on birthday and gender.
4. Click the Export to File Name drop-down to select an export location and name your export file.
5. If you wish to preview the export before it occurs check Edit Results Before Generating Output. This will give you a preview list where you can check/uncheck specific customers.
6. Click OK to complete the export.