[SAM] How to export a Customer List

We will show you how to export a customer list from SAM

 

  Export the file
  Save the file
  Clean-up
  Video

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Export the file

In SAM go to Utilities (1) > Export (2) > Customers (3)


4. Select the Field needed in the left panel
5. Click on Add
6. Tick "Include header record with field names"
     Click on OK


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Save the file

1. Browse to a location that is easy to find
2. Name the file

NB: ALWAYS make sure there is ".csv" after the file name - That is dot csv

3. Save the file


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Clean up

You may need to clean up the file using Excel

i.e.

This will export ALL customers from your database, if this is being used for a Bulk SMS you only want to have customers with a mobile phone number.

Open the file in Excel, sort by Mobile and delete the rows with no Mobile number

It is also a good idea to remove any duplicates - see this How to created by Microsoft


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Video