Managing Customer Records
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Exporting Customers

Export Customers to a CSV spreadsheet

  1. Go to CRM > Customers
  2. Filter for the Customers you'd like to export. (If you are new to Customer Filters, learn more here). Screen Shot 2023-10-19 at 2.56.24 PM
  3. Once the Customers are filtered, click the Actions button and choose Export Customers.
  4. In the popup modal, choose to Include the Customers' Default Address (or not).
    Screen Shot 2023-10-19 at 2.57.54 PM
  5. Click Export Customers to begin the export. 
    1. Most exports take a few seconds up to a couple of minutes (depending on the size of the file).
  6. When the export is complete, an Email Notification will sent - which contains a link to download the export. The download will also be available from the Bulk Actions area in settings.

    Screen Shot 2023-10-09 at 2.16.39 PM