Get your customer list out as a file, for a spreadsheet, your accountant, or a copy of your own.
The file does not download. It comes to you by email, so you can close the page and carry on while it is put together.
Export your customers
- Go to Customers.
- Press Export Data at the top right. On a smaller screen it is not there, so press the three dots button and choose Export Data from the menu.
- If your business has more than one branch, pick one under Branch, or leave it on All branches.
- Press Export.
If you only have one branch there is nothing to choose, so the export starts as soon as you press Export Data.
Where the file goes
When it has worked you will see:
Your customer data has been exported successfully. You can download the file from the email.
Check your email for it. If it has not arrived after a few minutes, look in your spam folder before trying again, and remember a big customer list takes longer to put together than a small one.
If you cannot see Export Data
Exporting is a separate permission from viewing customers, so not everyone has it. If it is missing from the menu, ask an admin to give you it.
It is also left out on the Archived Customers and Deleted Customers lists on purpose. Go back to your main customer list to export.
Getting customers back in
Exporting is for taking data out. To bring customers in from a spreadsheet, that is a different job with its own template, done from the same three dots menu under Import Customers.