...
Admin users can export the full list of clients, pricelists and user profiles and all related details in various formats.
Client profiles
...
To perform a full export of client profiles in XML
...
:
Use the
...
Export
...
option in the Client Dashboard template
...
.
...
To perform a selective export of client profiles in Excel, XML or JSON
...
:
Use the print button and
...
select the
...
columns you want to export.
...
User profiles
Admin users can export all user profile details in Excel, XML or JSON format.
...
Three templates are proposed depending on the type of information you want to import:
...
Download the template you
...
want to use and transfer all details to the right columns as described in
...
How to do a mass update on Company or User related information.