If you need help with Exporting your customers list, please contact Protractor directly:
- Toll free: 1-866-939-8743
- Support e-mail: email@example.com
In this article, you'll find out how to export your customers' database from Protractor (Old Version) to Kimoby. You can include as much information as needed, but make sure to export basic information such as:
- Full name
- Phone number
- Cell phone number
- Customer ID
- Anything else you think is relevant
Follow these instructions to export your customers database:
- Click on locations
- Click on reports
- Select report
- Select list
- Select contacts
- Under category select all
- Select Create
- Click export (at the top beside the print button) This will automatically default to an excel file.
- Save the file.
You are now ready to import to Kimoby!