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How to download the list of clients/suppliers from your account

Maxime avatar
Written by Maxime
Updated yesterday

Banqup offers the possibility to download a spreadsheet file of all your clients or suppliers from your account.

Here's how to download the file:

  1. Go to the Customers & Suppliers menu.

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  2. Click on the Customers or Suppliers tab according to what you want to export.

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  3. Click on Export.

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  4. A notification appears to confirm that the export process has started.

  5. A second notification appears when the file is ready for download. Click on the notification to access the download link.

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    If the notification disappeared before you could click it, click on the alerts icon at the top right of your screen.

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  6. Look for the alert that says "Customer (or supplier) file export is done" and click on Download.

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