Note: This process will automatically download a CSV of all your (Customer) Organization data to your machine’s preferred location. The filename will contain today’s date (e.g., customers_dump_03_21_2024.csv).

Tips: 

• You can import the exported CSV back into the same Syncro site later. This could be helpful for making mass updates. A re-import will not duplicate (Customer) Organization data unless you change the email addresses or main phone numbers. 
• You can also import your (Customer) Organizations into a different RepairShopr or Syncro site.

To export your existing (Customer) Organizations from Syncro to a CSV file, follow these steps:

1. Navigate to Reports. 
2. In the Customers section, select Customer Export: