Exporting user data

Before you can create the letters you will need to export the user data from Fusion Online as a .csv file. This file is used to create a mail merge with the template document provided. Additionally, you can download the data as a excel file (or even a .pdf) and use as required.

!Once downloaded, the data can be edited within Microsoft Excel if required, but be careful not to edit or delete the column headers.

To download this data:

1. If required, apply a filter, for example, you’ll likely only want users that are currently unregistered (See the ‘Filtering the users list’ section for information on creating filters if required.).
2. Press the Export button and select the CSV option.
   
3. The file will be downloaded with a filename of ‘Welcome to iPayimpact.csv’.