How to export contacts

Exporting your contacts from Clear Books is very easy with the Data Export Tool. Using the All Contacts report you can download a CSV file of both supplier's and customer's contact information to your computer.

Step 1.

Navigate to Tools > Export > Export

Step 2.

There is no need to select a period or date range when exporting contacts, so you can ignore the date fields.

Step 3.

From the Data Type drop-down menu choose All Contacts.

Step 4.

Tick the Download File check box to download the CSV file to your computer and click Go.

Once click on Go, the CSV file will be downloaded to your computer where it can be opened (using, for example, Microsoft Excel) or uploaded into a similar program.