How do I download my customers to Excel?

  • Log in to the Onsight web console at https://sales.onsightapp.com.
  • Click on ‘Import & export data’ from the left-hand side menu.
  • Click on the ‘Customers’ menu item.
  • This will open up the 4-step customer import & export tool.
  • Click on the ‘Download’ button.
  • An Excel file containing all your customers will be downloaded to your computer.
  • You can now exit the import & export tool since you do not want to import any data.