How do I export my customer list in import format?

This report will generate a file in the format required to import customers that includes the
current information for all your customers. The most likely use for this report is to update
customer data by exporting the list, making any necessary changes to the file and importing
the file to update the customers in KYC360.

Note: Should a high volume of data be exported the system will display a process wheel and grey out all export options whilst the data is being exported. Please be patient whilst this process is running

To access this report, select 'export data' within your customer data bar.

Scroll to the bottom of the page, past the 'export customer list' option.

Select whether you would like to export the list in Excel or CSV.

Then select 'confirm' to generate the report.