Export customers and vendors
Last updated: November 4, 2026
Export customers or vendors to a CSV file for use in a spreadsheet or another tool.
Export all records or filtered results
- Select Customers or Vendors.
- Search or apply filters, if needed.
- Open the list’s more options menu and select Export all results (CSV).
| Search and filter state | The file includes |
|---|---|
| No search or filters | All customers or vendors. |
| Search or filters applied | All matching records, not only the current page. |
Export selected records
- In Customers or Vendors, select the records.
- Open the list’s more options menu and select Export selected (CSV).
The file includes only the records you selected.
CSV file contents
Each row is one customer or vendor. Column names appear exactly as they do in the file.
| File | Columns |
|---|---|
| Customers | ID, First name, Last name, Company, Email, Phone, Address line 1, Address line 2, City, State, Postal Code, Country, Tags, Amount owed, Total invoiced, Total paid, Notes, Parent customer, and Date created |
| Vendors | ID, Company, First Name, Last Name, Email, Phone, Address line 1, Address line 2, City, State, Postal code, Country, Tags, Notes, and Date created |