If you are new to Sellar and/or have agreed to import your customers during your platform setup, you can export your customer list from FreeAgent to get started.
Head to Settings by going to your business name in the top right and clicking to reveal the drop-down menu.
👉 Do not use the ‘Export Contacts’ button in the Contacts area of FreeAgent. This exports a file format Sellar cannot use.
In Settings → My Company: Select Export All Data.
Here, make sure the option to export ‘Your FreeAgent account data as a Microsoft Excel file’ is selected. Select Export Data.
After a few seconds, you will see an option to download this data. Select Download.
This downloads ALL your company data within FreeAgent. DO NOT SEND THIS ENTIRE FILE TO SELLAR.
Locate the Contacts sheet within the file and extract this data as its own file to share with the team at Sellar.
For reference, here is some additional info from FreeAgent regarding their ‘Export All Data’ feature: How to export all data, attachments, and files in your FreeAgent account