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Can I export my customer data as a CSV?
Can I export my customer data as a CSV?
Martin avatar
Written by Martin
Updated over a week ago

You can export customer data in CSV format.

To export customer data first navigate to the people view by click the person icon in the left side menu bar.

How to export all customer data

  1. Select the All option in the left side navigation.

  2. Select one row from the list of results

  3. Click the Batch menu

  4. Select the Export CSV option

How to export a subset or filtered list

Sometimes you may want to export only a subset of your data, such as customers who are promoters, or have paid you. You can do this using filters.

  1. Filter your customers in the people list using the filter controls, or use a saved search on the left side menu.

  2. As you apply your filters your results will be returned.

  3. Select at least one item from the results returned

  4. Click the Batch menu

  5. Select the Export CSV option

Then select just one contact by clicking the checkbox in the first column. This will activate the batch menu option in the top bar. Click the batch menu button, then click 'Export All to CSV.'

In the dialogue that opens, click 'OK,' and your export will begin.

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