Export data to excell

Wilma Strydom's Avatar

Wilma Strydom

15 Nov, 2012 08:13 AM

how can i export not just the orders but the client contact details??

  1. 2 Posted by Wilma Strydom on 15 Nov, 2012 08:15 AM

    Wilma Strydom's Avatar

    i want to export all my clients from handshake to excell, but only the order details are being exported. I need all the the clients information as well, how can i get that done?

  2. 3 Posted by Glenn Elms on 15 Nov, 2012 08:16 PM

    Glenn Elms's Avatar

    goto setup then bulk import/export
    item is the first on the list
    push export at far right
    save it to where you want

  3. Support Staff 4 Posted by Mike on 15 Nov, 2012 09:10 PM

    Mike's Avatar

    Hey there Wilma -

    Because you are one of our oldest customers, you still have an older order export template ("classic" perhaps?). I have just updated your order export template to include the customer information, so if you now run an order export you will see all the customer info you need (the template is contained here https://app.handshake-app.com/setup/templates/73)

    Hope that helps,

    Mike Elmgreen
    Handshake Team NYC

  4. Mike closed this discussion on 15 Nov, 2012 09:10 PM.

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