Export and Copy CSV

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

• Passing to another software such as a mail merge, mailing process, 3rd party reporting tool, or other software
• Manipulating and then re-importing into EBMS
• Creating a mailing list, product list, or other information list that can be passed to a 3rd party

There are multiple ways to export CSV data:

1. Export from a report.
2. Export from an EBMS list.
3. Copy from an EBMS list and paste into an application.

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 M ail  M erge section to complete mail merge.

B) Copy or Export from a List

EBMS allows the user to copy or export data directly from the many lists within EBMS. The advantage of this method is that the user can export from any list and can choose the columns (fields) that are to be exported. The following example is a mail merge. Open the customer search 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 copy or export columns that are checked on the visible column list. Query the list of customers that you wish to copy or 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 Search Lists for more details on displaying information within a search list.

Right-click on the list pane as shown below:

1. Select Export List from the context menu to export to a CSV file.
   
2. Select Copy List.
3. Paste the information into a spreadsheet or other document that handles CSV formatted data.

Do NOT use a CSV UTF-8 file when exporting 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).

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