We’ve added a powerful new Customer/Contact Mail Merge Export feature to SitePad CRM!

This export lets you easily pull all customer and contact data with key details included — ideal for importing into marketing platforms like Mailchimp for targeted email campaigns.

Columns such as ‘On Hire’ and ‘Off Hire’ make it simple to filter the CSV for customers who currently have active hires, helping you focus your campaigns on the right audience.

Exported Data Includes:
Customer Name | Customer SitePad ID | Customer Syrinx ID | Account Number | BDM | Telephone | Balance | Credit Limit | On Hire | Pending Final Invoice | Invoices | Date Added | Last Updated | Contact First Name | Contact Surname | Contact Full Name | Contact SitePad ID | Contact Syrinx ID | Title | Position | Phone | Mobile | Pho/Mob | Email

📊 You can find the export option in:
Reports > New Customer/Contact Mail Merge

💡 Tip: Use this export to segment your contacts for marketing, renewals, or customer follow-ups in just a few clicks!