Customer data is among the most important information stored on “Edara”, so the system allows you to export it to an Excel file or Google Sheets — whether to keep a backup, make edits, or re-import the data in bulk later.
In this article, we explain the steps to do that.
Exporting Customers Data
Go to the Sales module.
Open the “Customers Data” page.
Click on “Custom View”.
Choose the columns you want to export.
Click on “Generate”.
Click the ➕ icon.
Click on “Excel” or “Google Sheets”.
If you encounter any challenges or have any questions during these processes, you can contact our technical support team, which is ready to assist you.