Export a customer list to Excel

OEM Cloud can export a customer list to an Excel file. The spreadsheet includes information about the customer sub-accounts, such as customer ID, company name, phone number, and customer account number. See Admin > Customers view for more detailed information.

Note You must be assigned the Administrator role to be able to access the customer sub-account information.

  1. Click Admin > Customers.
  2. Click Export Customer List. An Excel spreadsheet is generated and the file is saved to your downloads folder.
  3. Click the downloaded spreadsheet to open it in Excel.

 

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Export a customer list to Excel updated on 15 Aug 2018 12:00 PM