The export function is available from the Counterparties screen.
| • | From the Home screen, select the Counterparties tile. |
| • | Select the Export button on the app bar at the top right of the screen. |
| • | Follow the browser instructions for downloading the Counterparties.xls file. |
| • | Counterparty records will be exported with one contact as one row of the Excel spreadsheet. |
| • | If there are no contacts, these fields will be blank. |
| • | The fields exported are as follows with required fields in bold and an asterisk after the name: |
Trading name *
Legal name *
Blocked *
Buyer/Seller *
VAT Currency
Document language *
Default payment terms
Extra contract text
Address Line 1
Address Line 2
Zip code
City *
Country *
State
Phone
Second Phone
Fax
Postal Address
Postal Address Zip code
Postal Address City
Postal Address Country
Postal Address State
Contact Active
Can sign contracts
Honorific
Contact First name
Contact Last name
Contact Email
Contact Second Email
Contact Position
Contact Phone
Contact Second Phone
Contact Mobile phone.