Export customer data

You can download your whole customer book or a filtered slice of it, for analysis, campaigns or backup. The most important thing: the file never arrives by email. It appears in the panel's Task Center.

Step by step

The whole base, quickly

1. In the side menu, go to Sales → Customers.
2. In the table's toolbar, tap the cloud icon, Export to Drive.
3. A task is created that runs in the background. You can carry on working.
4. When it finishes, open the Task Center with its icon in the top bar.
5. Tap the task's download button: a Google spreadsheet opens with your customers.

A filtered slice, with more criteria

1. In Sales → Customers, tap the toolbar's share icon.
2. The Export Customers screen opens, with its own table and its own filters.
3. Adjust the filters. The table below shows you the result before you export.
4. Choose a format: Export to Drive, Download CSV or Download Excel with Whatsapp.
5. Wait for the task and find the file in the Task Center, same as above.

Where the file appears

In the Task Center: the icon in the panel's top bar, next to the bell. Every export and import lands there, with its status and, once finished, the button to open the result.

No customer export sends an email. If you are waiting for a message with the CSV attached, it will never come: the file is in the Task Center.

The filters on the Export Customers screen

• Order count: a from/to range.
• Purchase amounts: an amount range.
• Abandoned cart: All / Yes / No.
• Has orders: All / Yes / No.
• Classification: by sector, or None.
• Province.
• Registration Date: a range of sign-up dates.
• Last Purchase: a range for the date of the last purchase.

The table paginates and sorts by any column.

The three formats

All three produce a Google spreadsheet, not a direct browser download. From the spreadsheet you can download it to Excel or CSV with File → Download.

• Export to Drive: the spreadsheet with the filtered base.
• Download CSV: also a Google spreadsheet; the link it returns exports it directly in CSV format. It carries 18 columns.
• Download Excel with Whatsapp: the same base plus two columns meant for outreach campaigns, "Write your message here!" and "Contact". It carries 20 columns. Next to the button there is a link to that report's usage guide.

Which columns each file carries

The on-screen table shows 14 fields: No., Business Name, Contact, Email, Phone, Cellphone, Classification, Locality, Province, Website, Registration Date, Last Purchase, Orders and Amount.

The files carry more:

• The CSV adds Payment Method, Point of Sale, Cart and Cart Date.
• The Excel with WhatsApp adds those four plus "Write your message here!" and "Contact".

That is also where the customer's No. is, which is not a column in the list.

Be careful with the spreadsheet link

The spreadsheets the export generates are left with public permissions: anyone with the link can open them. And what they contain is your customer base with emails, phone numbers and tax IDs.

Do not share the link. If you need to send the file to somebody, copy the spreadsheet to your own Drive and adjust the permissions there, or download it and send the file.

If you cannot find it

• You tap the button and nothing happens. Exports require the Tools permission. Without it the system neither creates the task nor shows an error: nothing simply happens. Ask an administrator to enable it for you under Configuration → Managers.
• You don't see the share icon in the list. The Export Customers screen requires analytics enabled on your account. The cloud icon, by contrast, is always there and also exports the whole base.
• You don't see the Task Center icon. It appears for administrators and managers. If you have the permissions and it still does not show, it is because you do not have any tasks yet.
• The task shows as completed but you can't find the file. The result opens with the download button on that same task, inside the Task Center. It is not emailed and it is not saved to your computer.

Tips

• "Last Purchase" with an old range plus "Has orders: Yes" gives you the list of dormant customers for a reactivation campaign.
• A recent "Registration Date" plus "Has orders: No" identifies new registrations that never bought: candidates for a call from the seller.
• To build an email base for an email marketing tool, export to Drive and copy the Email column. There is no dedicated "email base" screen: this is it.
• Export from time to time as your own backup of your customer book.