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Status New
Product IRIS KashFlow
Categories Customers
Created by Guest
Created on Oct 4, 2022

Help with exporting Clients to CSV without losing data!

The exported customer fields do not match the Kashflow> Customer > Profile fields in the exported Reports>Sales>Customer ALL CSV

Exporting does not generate separate rows for Primary and Additional contacts for a company , with each contact sharing the same Company name but different contact details.

Emails are merged into a signle field and contact numbers are lost.

It also means using exported lists for marketing purposes is a nightmare!

Also makes migrating contacts to new Kashflow accounts a nightmare too



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