Export companies can be launched directly from the toolbar menu. Right click on the Creditsafe logo to launch the menu, then select “Export Companies”.
The toolbar option opens the Export Sage 50 Accounts window once clicked (see window visual below). From this window, companies can be selected and exported. To export you have two options in the bottom right corner. To Export for the purpose of sending to Creditsafe for your Monitoring set-up, please choose the option "Send to Creditsafe". This will export your customer list and send this securely to Creditsafe where we can start the processes needed to set-up Monitoring.