How do I export customers from SAGE Line 50/Instant Accounts?

Open SAGE and click on the customer list.

CustomerList.png

 

Click on Reports.

 

Reports.png

 

Click on Customer Details Reports (folder on the left) and select Customer Record CSV (Extended)

This will open SAGE's filter panel.  Just click ok.

 

ReportFilters.png

 

This will show you the Report.

 

Report.png

 

Click on Export.

 

Export.png

 

Choose where you want to save the file (I prefer the desktop).  Then select the drop down 'Save as type'

 

CSV.png

 

Choose CSV Files (*.csv)

 

Click to save this file to your desktop.

 

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