Exporting Customers: Overview


There are several ways you can export customer data from the Edge.

Customer Groups/Mailing Lists

Create and maintain groups/lists of customers that can be exported.  This is also the easiest way to export customers from a report.

See Groups/Mailing Lists for more information and Groups/Mailing Lists: Examples for examples on using groups.

Customer List

The result of performing a Customer Find, right click inside the list and select Export.

See Exporting Customers: List for more information.

Clientele Menu

Found under Clientele > Export.

This exports a CSV with basic customer information suitable for marketing purposes.

See Clientele Export for more information.

Customer Utilities

Found under Customer > Utilities > Customer Export.

This is an advanced export that can produce a CSV, XML, or JSON file with all customer data.  It can be used in conjunction with the Customer Import utility to export, make changes, and import them back in.

See Customer Utilities for more information.

Updated on Thu, 07 Aug 2025 by Dominick Mastri

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