Exporting to CSV Files

Exporting EBMS data to a CSV file can be useful in various situations including the following:

Export data to pass to another software such as a mail merge, mailing process, 3rd party reporting tool, or other software
Export data to manipulate and then re-import into EBMS
Export data to create a mailing list, product list, or other information list that can be passed to a 3rd party

There are 2 ways to export data to a CSV file which are explained below:

Export from a report
Export from a lookup list.

A) Export from a Report

Customer information within EBMS can be exported to MS Excel using the Customer Addresses for Mail Merge report. The advantage of this method is that the first and second addresses can be combined and customers can be easily filtered by the Mailing List switch.

This report can be found in the Reports list by clicking on File > Reports from the main EBMS menu. Select Reports > Sales > Customers > Customer Address for Mail Merge > Print.

Click on the Export button and select the following settings:

Click OK to export customer list to a CSV file. Place the customer address CSV file into a document directory. It is recommended that the user does not place exported lists within the EBMS data directory (CO1). Continue with the following Using Word to Process Mail Merge section to complete mail merge.

B) Export from a Lookup List

EBMS allows the user to export data directly from the many search lists within EBMS. The advantage of this method is that the user can export from any lookup list and can choose the columns (fields) that are to be exported. The following example is a mail merge. Open the customer list to export customer information from the Sales menu of EBMS.

Select the columns or information that you wish to export. Right-click on the column title labels and enable the desired columns by clicking on the column labels that are not checked. The system will only export columns that are checked on the visible column list. Query the customers that you wish to export. The following settings will affect the data that is displayed within the list:

Choose the All option in the upper left corner if you wish to list the customers within all the folders.
Click on a specific folder within the left pane if you wish to list only the customers within a folder.
Click on the Find button to query the list based on keywords or select the Advanced button within the find dialog to do a more advanced query. Review the Find Button within a list Dialog section for more details on using the find button. Review the Features > Advanced Query Options section for more details on the query options.

The data listed within the list is the only data that will be exported. Review the Search Lists for more details on displaying information within a search list.

Right-click on the list pane as shown below:

Select the Export List option from the context menu.

The customers will be exported to a CSV file. Do NOT use a CSV UTF-8 file. Place the customer address CSV file into a document directory. It is recommended that the user does not place exported lists within the EBMS data directory (CO1). Click on the Save button to create the customer address file.

Review Reports > Mail Merge to use MS Word to merge the CSV data for emails, letters, labels, envelopes, and other documents.