Customer Export in Tabs: How to and Fields Exported

Overview

The Customer Export in Tabs provides a complete list of your customers along with key identifiers and metadata used across the platform.

This export is especially useful for:

• Reconciling data with external systems (CRM, ERP, tax solutions)

• Building custom reports in Excel or BI tools

• Auditing customer setup and configuration

How to Access the Customer Export

1. Navigate to the Customers page in Tabs

2. Click Export

3. Download the CSV file

Fields Included in the Customer Export

Below are the key fields included in the export and how to use them.

Core Identifiers (Must Use for Reporting)

• Customer ID
  Unique identifier for the customer in Tabs. Use this to join with other Tabs exports (e.g. invoices, transactions, ARR).

• Name
  The customer name in Tabs. Not reliable for joins across systems.

• Name with Prefix
  Alternate formatted name. Typically not used for reporting joins.

integration External IDs

• CRM ID
  Identifier from your CRM system.

• ERP ID
  Identifier from your ERP system.

• Tax Solution ID
  Identifier from your tax provider.

These IDs may be populated depending on your integrations and are the most reliable way to reconcile data across systems. Do not rely on names.

Source & Metadata

• Source
  Indicates how the customer was created (e.g. API, manual, integration).

Billing Information

• Billing Contact Email
  Primary billing contact for the customer.

• CC Emails
  Additional recipients for billing communications.

• Billing Address
  Customer billing address used for invoices.

Operational Fields

• Number of Contracts
  Total number of contracts associated with the customer.

• Number of Processes
  Number of workflows/processes configured for the customer.

Custom Fields

Any customer-level custom fields configured in Tabs will also appear as columns in the export.

Use these to:

• Track internal segmentation

• Map additional data from CRM/ERP systems

• Support custom reporting workflows