How to export customer data from Fieldmotion
Please follow the below step by step guide to export data from the customer module
Step 1
Go to
1. Settings
2. Customer Settings
3. Enter an export password (Passwords are case sensitive)
4. Reconfirm it in the field to the right
Please note that only those with Admin access & who have the correct permissions enabled can export data from your Fieldmotion system
Step 2
Go to the Customer module, and at the bottom of the page press the Export Icon
Step 3
When asked to enter the export password, enter the password you have just created again noting that the password is case sensitive.
Step 4
Click on the dropdown menu to select your export map
Step 5
Select your map by clicking on it. This will highlight it in blue. Then press Load
Step 6
Once the map has loaded, then press the Export CSV Icon
***********************************************************************************************************************************************************
If you would like to create your own export map then please follow the below from Step 4 above
Step 5.
Do not choose an option from the dropdown menu, instead
Click on the first row underneath the word From.
The column on the left is where the data is coming from within your Fieldmotion system.
Select the field you would like to export
The column on the right is where the data is being populated to on the spreadsheet when you export it. You can change the text in this field
To add another field of information to export, simply go to the row below and choose another option
which will then populate the cell to the right
Step 6.
When you have populated all the values you require, then press Save
A popup field will appear asking you to give this Map a name. Once you have the name populated, press OK
You will now see the name of the map populate into the Map Field Name, then press Export CSV icon.
Once you have created an export map and saved it, it will be available for selection by your and your colleagues at any stage going forward.
.
Recent Articles
How to deacivate a user profile and create a new user profile
Please find below in the secure link, a short tutorial video which takes you through the process of deactivating a user and creating a new user profile How to deactivate users profiles and create a new user profile in their place.mp4How to export customer data from Fieldmotion
Please follow the below step by step guide to export data from the customer module Step 1 Go to 1. Settings 2. Customer Settings 3. Enter an export password (Passwords are case sensitive) 4. Reconfirm it in the field to the right Please note that ...Android 13 Update - What app users need to do
New Fieldmotion app update avaliable for Android devices An updated version of the Fieldmotion App is avaliable to download on the Google Play Store. Your app user may have auto-updates turned off, so it is important that they check if an update is ...New Log in URL
From Wednesday 28th June 2023, to log in to Fieldmotion, please enter the following into your web browser login.fieldmotion.com If you have saved Fieldmotion previously as a bookmark, please delete this bookmark, and once logged in via the new URL, ...How to Clear the app's cached data on an Android Device
When safe to do so, ie you do not have any partially completed jobs in your job list, and you do not have any items in the upload queue Step 1. Please log out of the Fieldmotion app. Step 2. Click on the Settings icon on your Android Device Step 3. ...
Related Articles
Customer export password
Thank you for your inquiry. In order to export your customers, please follow the guide below. Click on the settings module Click on Customer settings In the Export password section, Remove anything that is prepopulated in the top box, and type in a ...How to Export table data contained in a jobsheet
How to export data from a form table 1. Click on Reports Module 2. Click on Table Data tab 3. Select the required table from the dropdown list Once you have selected the required table you can then refine the data displayed on ...Exporting customer information from your Fieldmotion system
Firstly , you need to create an export password go to settings customer settings - create an export password of your choice in the enter field - then reenter it directly below then press save now - go to customers module scroll to the bottom of ...Important information if you are planning to Sync Xero and Fieldmotion
The Customer section in Xero is divided into Three groups. 1. Customers - These would be customers whom you have raised invoices for previously in Xero. 2. Contacts - These would traditionally be refered to as leads, information for those contacts ...Password Reset - App Users
The safety of your information is paramount to us and our security protocol ensures that we have no access to your existing password/s. Please request a password reset directly from the Fieldmotion administrator in your organisation. Please note ...