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4.75. How do I export my customer list into a different program?

I need to know how to export my customer list into a different program. I need the email and fax #'s of the current customer list and I cannot figure out how to export them.

Whereas there is no export function per se in EstiMate, you can effectively do an export process using the print to file feature that is part of the advanced management suite.

You will want to first find out what import formats the other application can accept and print your customer list to that file format.

Instructions for printing your customer list to a file:

1. Click Edit Data Files > People > Customer list. Click the print icon. Select Customers as the type of data to print, click Select All or choose selected customers and choose short list or detailed info.

2. Click the print icon on the "Print A Report Screen"

3. Click the print icon on the preview screen.

4. Choose the "print to file option" from your printer dialog screen. Choose the type of file (.pdf for example) to print to. Click the three dots and choose a name and location for the file to go on your computer.

5. Click the save button.

Q: How do I know if I have the advanced management suite?

A: Click Management. You should see the advanced management menu option. If you do not see it then you do not have the advanced management suite and you will need to purchase it by calling 888-304-3300.

Q: Am I limited to printing the customer list or can I print any report to a file?

A: Any report you can print to a file in EstiMate can effectively be printed to a file for manipulation in other software. Please also see knowledgebase article 254 for additional details.