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Exporting accounts from Cloud

How to export the details of accounts from Cloud

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Written by Ashok P
Updated over 3 months ago

You can export the details of the accounts you have added to Cloud. The details will be exported to a CSV file. The CSV file contains the account name, email, phone number, billing address, site addresses, and the details of the primary contact for the account.

You will need the "Export accounts and contacts" permission to export the details of accounts from Cloud.

To export the details of the accounts:

1/ Go to "Accounts" in the left navigation menu.

2/ Click the 3-dot menu in the top-right corner of the accounts table.

The CSV file will be downloaded to the computer.

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