How to Export Customer Data
Export your customer list for reporting, marketing, or backup.
Where to find it: Customers (in the main sidebar)
How to Export the Customer List
Section titled “How to Export the Customer List”- Go to Customers
- Use Search or Filter to narrow the list if needed (e.g. VIP, At risk, or date range)
- Click Export (or the export/download button)
- Choose the format (e.g. CSV or Excel)
- The file downloads to your device
The export includes customer names, contact details, order count, total spent, and last order date — depending on what’s available in the dashboard.
What You Can Use It For
Section titled “What You Can Use It For”- Marketing — Import into your email tool for campaigns
- Reporting — Analyze customer segments in a spreadsheet
- Backup — Keep a copy of your customer data
- Loyalty — Identify VIPs or at-risk customers for follow-up
Export filtered lists when you only need a segment (e.g. At risk customers for a re-engagement campaign). Use CSV for most tools — it opens in Excel, Google Sheets, and email platforms. Check the date range or filter before exporting if the dashboard supports it — you may get all customers or only those matching your current view.