Exporting Customer Emails from Counterpoint

You may want to send an email out to your customers and want to get a list of the emails that you have in Counterpoint.Follow these steps to export customer information from Counterpoint:

1. Select Data Interchange → Data Interchange Export
2. Click the … icon under Source Table

3. Select AR_CUST from the Choose table list

4. Click OK
5. Select a field from the Available source fields list and click the > button to add it to the export

6. 6. Repeat for all fields you want to export

NOTE: If you are exporting to put into an email marketing platform, you might also want to export name fields or other contact information

6. Click the Filter icon

8. Click the Options button

9. Select Customize from the drop down menu
10. Add a row to the filter and edit it to read: Email 1 contains

11. (Optional) Adjust any other filters you need
12. Click Options
13. Select Simplify from the drop down menu
14. Enter an @ symbol in the Email 1 contains line

15. (Optional) Fill in any other filters
16. Click OK
17. Click the … icon under Output file

18. Choose a file location to save to
19. Enter a File name with a .csv extension (e.g. Customer Emails.csv)

20. Click Open
21. (Optional) Click Save parameters to save this export format for later
    • Enter a name for the export type
    • Click Save

22. Click Export

23. A file has been exported and saved to the location you defined