Export customer information

You may want to export your list of customers to a spreadsheet to maintain a copy for your records outside of OnBalance.

OnBalance exports an XLSX file with all of the customer information you have entered in the application.

In the Customers screen, click Manage > Export Customers.

Note: You can view or copy the document in the local downloads folder on your computer.

For more information, click the appropriate link below to view your browser’s instructions for downloading files.

The availability of some or all of these features depends on your OnBalance bundle.


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