Export CSV from PostALMate
Easily export your data with the “Export CSV from PostalMate” guide, designed to streamline the process of transferring your mailing information into a manageable CSV file format for enhanced efficiency and organization.
Step 1
In CashMate,
go to Tool → Sales and Marketing Tool → Mailbox Customers.
Step 2
Select “Check All” on the left side.
Step 3
Select “Export Customer Information to Excel” at the bottom.
Step 4
Press the Green Arrow Button next to “Export Customer Information to Excel” at the bottom.
Step 5
Select “Uncheck All” on the left side.
Step 6
Make sure you select “First Name | Last Name | Company Name | Email | Mailbox #”.
Step 7
Click the “Export” button to download the CSV file. It will automatically open in Excel.
Step 8
The database columns should match the following:
First Name | Last Name | Company Name | Email | Mailbox Number
Step 9
Upload the exported CSV file on step 2 in the “Add Multiple Renters” page.
