Exporting Customers from SWCS

Exporting Customers from SWCS

Summary

There may be times when you need to export some details about the customers you have in your

Solatech Window Covering Software so that you can use that information in another application. For

example if you want to get a list of e-mail addresses that can be used by a marketing e-mail

application.


This article will walk you through the steps of exporting your customer information to a common

format that can be used by many other applications.


More Information

How to export customer information

  1. Run the Solatech Window Covering Software (SWCS) and log in.
  2. Open your customer list by clicking View, Customers. It does not matter what filter you select while viewing the customer list.
  3. From the Customers drop down menu, click Export.
  4. Click the Save As button and select the location and file where you want to save the exported customer data. For example, your My Documents folder.
  5. Select the filter that you want to use. By default the export process will export all customers. If you only want the active customers, change the filter to Active Customers Only.
  6. Click OK. The customer data will be exported to the file you selected.

APPLIES TO

  • Solatech Window Covering Software 4.2

    • Related Articles

    • Creating mailing labels for your SWCS customers

      Summary Using the SWCS 4.2 Export Utility and Microsoft Word, create mailing labels for the customers in your Solatech Window Covering Software. More Information Microsoft Word has powerful mail merge capabilities that can be used to easily create ...

    • How to Export/Import Customers in 4.2

      Summary This knowledge base article will outline the process of using the Export Utility to export data from a 4.2 database, then using the Import Utility to import the data back in. Instructions 1 – In your File Explorer (The little manilla folder) ...

    • Customers with parent customers don't export to QuickBooks Desktop correctly

      Symptoms When a customer that has a parent customer is exported to QuickBooks Desktop (QBD) the parent customer information is not included in the export file. Cause This is caused by a bug in the SWCS QBD module. Workaround There is no known ...

    • Update Company Database for QuickBooks Desktop Invoice Exporting

      Summary This package will update the company database so that invoices for QuickBooks Desktop (QBD) can be correctly exported from SWCS (SalesPRO). Without this package the sales tax is not included in the invoice export which will prevent it from ...

    • Updating customer information, many customers at once

      Summary Using the SWCS 4.2 Export Utility, Microsoft Excel and the SWCS 4.2 Import Utility, update information such as active status, shipping method, etc. for many customers at once. More Information The Solatech Window Covering Software allows you ...