Export your customer list
On Customers, tap Export and choose Excel, CSV or Contacts (vCard), for just the customers you're looking at or all of them.
Updated
Your customer list is yours. Download it any time, for a mailing list, a backup or your phone's contacts.
Only owners and admins can export customers.
Export
- Step 1: Go to People → Customers (on a computer, Customers).
- Step 2: Optional: search or filter first if you only want some customers.
- Step 3: Tap Export.
- Step 4: Choose Just these (the customers on screen) or All customers.
- Step 5: Pick a format:
- Excel, for Excel, Numbers or Google Sheets
- CSV, for any other app
- Contacts (vCard), to add them to your phone or Google Contacts
The file downloads right away.
What's in it
Names, company, contact details and address, status, tags, and what each customer has been billed, has paid and still owes.
Good to know
- Exports work even if your account is read-only, and on every plan.
- To copy customers into another Tallibook business, export them here. Then, in the other business, open Move to Tallibook and tap Use a Tallibook customer export on the first step.
Related articles
- Add a customerTap + and Customer; just a name is enough, and you can add a phone, email, status, company, address, tags and notes now or later.
- Reports and downloadsReports has your profit & loss, expenses by category, income, mileage log, who owes you, profit by job and 1099 contractors; owners and admins can download each as CSV, Excel or PDF.
- Move to Tallibook from another appExport your customers, recurring charges, open invoices and products from your old app, drop the files into Move to Tallibook, check one summary and bring it in; you can undo it.
Still stuck?
Email us at hello@tallibook.com and tell us what you were trying to do.