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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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  • Oct 4 2022
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