To select a sub-set of your customer data for export, use the search function at the top of the Customer Search Results screen to obtain the target results (simple search
or advanced search
).
Use the export functionality in the Customer Search Results screen to export your PAYD Pro PlusTM customer data as a Comma Separated Values (CSV) text file or an Excel spreadsheet (XLS).
The data included in an export is based on the search results displayed in the Customer Search Results screen at the time of executing the export. This allows you to export your entire customer database or a selected sub-set of your customer data by narrowing results through a simple search or an advanced search.
You can also create a template for your customer data export. Refer to the Creating Customer Data Export Templates section below for more information.
To use a saved customer data export template, refer to the Exporting Customer Data Using a Saved Template section below for more information.
If you need to make changes during the export, click the Back button at the top of the wizard screen. You can also cancel the export at any time by clicking the Cancel button.
On the PAYD Administration main screen, click Profiles.
On the Profiles menu, under the Customers section, click Search.
The Customer Search Results screen appears sorted in descending order by Registration Date.
NOTE: To export your entire customer data, skip to step 4.
To select a sub-set of your customer data for export, use the search function at the top of the Customer Search Results screen to obtain the target results (simple search or advanced search).
NOTE: For detailed help, see Searching Customers.
At the top of the screen, click the 
(Export) button.
The Customer Export wizard appears.
Click the Next button at the top of the screen to select the data fields you want to include in the export.
The Fields Selection screen appears.
TIP: For information on creating an export template, refer to the Creating Customer Data Export Templates section below.
Click and drag fields from the Fields that can be exported box to the Order of fields in my file box. To remove a field from the Order of fields in my file box, click and drag it back to the Fields that can be exported box. To reorder the fields, click and drag them in the box as needed.
TIP: To select all the fields, click the Select All button.
To remove all the fields from the Order of fields in my file box, click the Remove All button.
NOTE: For complete field descriptions, see Registering a New Customer and Entering Optional Customer Information.
To preview the export data, click the Next button. If you need to make changes, click the Back button.
The Preview screen appears.
Do one of the following:
If you are satisfied with the results of your selection, go to step 9 below.
If results are incorrect, click the Back button to make the necessary corrections, repeating steps 6 and 7 above.
Click the Next button to export the data.
The Download screen appears displaying the name of the export file.
NOTE: If you are exporting a large amount of data, PAYD Pro Plus may need to create more than one export file (maximum 10,000 rows per file). If this is the case, PAYD Pro Plus lists all the export files with a separate Download button for each one. You must then download the files one at a time.
Select the type of export file you'd like to create:
To export the client data file to an Excel spreadsheet, click the Excel button.
OR
To export the client data file to a comma separated text file, click the CSV button.
Do one of the following:
To open and view the file, click Open.
To save the file, click Save. The file will be saved to the Downloads folder on your computer.
To close the dialogue and return to the Download screen, click Cancel.
To exit the wizard and return to the Customer Search Results screen, click Done at the top of the Export screen.
On the main menu, click Profiles.
On the Profiles menu, under the Customers section, click Search.
The Customer Search Results screen appears sorted in descending order by Registration Date.
NOTE: To export your entire customer data, skip to step 4.
To select a sub-set of your customer data for export, use the search buttons at the top of the Customers menu to obtain the target results (simple search or advanced search).
NOTE: For detailed help, see Searching Customers.
At the top of the screen, click the (Export) button.
The Customer Export wizard appears.
Click the Next button at the bottom of the screen to select the data fields you want to include in the export.
The Fields Selection screen appears.
Click and drag fields from the Fields that can be exported box to the Order of fields in my file box. To remove a field from the Order of fields in my file box, click and drag it back to the Fields that can be exported box. To reorder the fields, click and drag them in the box as needed.
TIP: To select all the fields, click the Select All button. To remove all the fields from the Order of fields in my file box, click the Remove All button.
Click the New button beside the Templates drop-down menu (above the Fields that can be exported box).
The New Template dialog box appears.
Enter a name for the template into the Name field and click Save.
To preview the export data, click the Next button. If you need to make changes, click the Back button.
The Preview screen appears.
Do one of the following:
If you are satisfied with the results of your selection, go to step 11 below.
If results are incorrect, click the Back button to make the necessary corrections, beginning again at step 6.
Click the Next button to export the data.
The Download screen appears displaying the name of the export file.
NOTE: If you are exporting a large amount of data, PAYD Pro Plus may need to create more than one export file (maximum 10,000 rows per file). If this is the case, PAYD Pro Plus lists all the export files with a separate Download button for each one. You must then download the files one at a time.
Select the type of export file you'd like to create:
To export the client data file to an Excel spreadsheet, click the Excel button.
OR
To export the client data file to a comma separated text file, click the CSV button.
Do one of the following:
To open and view the file, click Open.
To save the file, click Save. The file will be saved to the Downloads folder on your computer.
To close the dialogue and return to the Download screen, click Cancel.
To exit the wizard and return to the Customer Search Results screen, click Done at the top of the Export screen.
NOTE: To view and work with the exported data in Microsoft Excel, you must start Excel and import the file through the data import function.
Once an export template has been created and saved, it can be re-used subsequent times to export the same fields. As customer information is updated through registering new customers and editing existing customer profiles, you can access that information quickly using the saved template. Follow the steps below to access a saved customer data export template.
On the main menu, click Profiles.
On the Profiles menu, under the Customers section, click Search.
The Customer Search Results screen appears sorted in descending order by Registration Date.
To select a sub-set of your customer data for export, use the search buttons at the top of the Customers menu to obtain the target results (simple search or advanced search).
NOTE: For detailed help, see Searching Customers.
At the top of the screen, click the (Export) button.
The Customer Export wizard appears.
Click the Next button at the bottom of the screen to select the data fields you want to include in the export.
The Fields Selection screen appears.
In the Fields Selection screen, click the Templates drop-down menu and select a saved template from the list.
The Order of fields in my file box populates with the saved fields.
NOTE: You can choose to add or remove fields from your template if you wish. Click and drag fields from the Fields that can be exported box to the Order of fields in my file box. To remove a field from the Order of fields in my file box, click and drag it back to the Fields that can be exported box. To reorder the fields, click and drag them in the box as needed. Once the fields have been adjusted, click the Save button beside the Templates drop-down menu.
To preview the export data, click the Next button. If you need to make any changes, click the Back button.
The Preview screen appears.
Do one of the following:
If you are satisfied with the results of your selection, go to step 9 below.
If results are incorrect, click the Back button to make the necessary corrections, starting at step 6.
Click the Next button to export the data.
The Download screen appears displaying the name of the export file.
NOTE: If you are exporting a large amount of data, PAYD Pro Plus may need to create more than one export file (maximum 10,000 rows per file). If this is the case, PAYD Pro Plus lists all the export files with a separate Download button for each one. You must then download the files one at a time.
Select the type of export file you'd like to create:
To export the client data file to an Excel spreadsheet, click the Excel button.
OR
To export the client data file to a comma separated text file, click the CSV button.
Do one of the following:
To open and view the file, click Open.
To save the file, click Save. The file will be saved to the Downloads folder on your computer.
To close the dialogue and return to the Download screen, click Cancel.
To exit the wizard and return to the Customer Search Results screen, click Done at the top of the Export screen.
NOTE: To view and work with the exported data in Microsoft Excel, you must start Excel and import the file through the data import function (Data > Import External Data > Import Data).