Export customers when you need a spreadsheet of your book of business. You can export just the records matching your current filters and search on the Customers list, or all of your records.
Before You Start
Role & Permissions: Sales Managers and Admins can export. By default, Salespeople, Inventory Managers and Analytics users can't export. See User Roles and What Each Can Do.
Steps to Export Customers
Step 1: Open Customers
In the left navigation, click Customers (see Getting Around the WTS Portal).
Step 2: Filter the list (optional)
Use search and filters (such as Type and Salesperson) to narrow the list to the customers you want to export.
Step 3: Click Export
Click Export in the page header.
Step 4: Choose a file format and export
Select CSV (.csv) or Excel (.xlsx), and choose whether to export your current filtered results or all records.
Click Export. The file downloads automatically.
What's in the Export
Each row is one customer, with these columns:
Name
Type
Vocation
Business Email
Personal Email
Office Phone
Mobile Phone
Salesperson
Domain
Website
Conclusion
Filtered exports give you a clean list for offline review, reporting, or handoff without dumping your entire database. To bring customers in from a spreadsheet instead, see How to Import Customers from a CSV File.
If you don't see Export on your Customers page, your dealership may have limited customer management, which doesn't include exporting. Contact support for assistance.
For additional questions or assistance, you can always chat with us for a fast response.