- Allmoxy
- Sales / Customer Service
- Customer Management
-
Allmoxy Guides
-
Getting Started
-
Essential Settings
-
Catalog Build
-
Sales / Customer Service
-
Shop Floor Operations
-
Inventory / Supplies
-
Financial / Accounting
-
Launch
-
Visual Designer
-
Vertical Catalog Integration (B2B)
-
Template (Custom Cabinets)
-
Template (SKU)
-
Business Briefs
-
Feature Updates
-
API
-
Common Errors
Exporting Customers and Contacts Out of Allmoxy
Exporting your list of companies, contacts, and individual accounts is easy! Here's how:
To export your list of companies, navigate to Contacts on the top menu ➡️ select Companies. On this list view, you'll select Send To at the top of the black sidebar. The Send To function has a few options: you can create a Printable PDF view of your company list, get email addresses (this provides each company's primary email address), or Export as csv. Exporting the company list will give you a csv with each company listed, including their Allmoxy settings information, contact information, and addresses.
If you want to export your list of individual contacts, navigate to Contacts in the top menu ➡️ select Company Contacts. Again, you'll see the Send To option at the top of the black sidebar, which you can use to print or export your list.
With these simple steps, you can quickly and easily export your list of companies and contacts in Allmoxy.