Exporting Customer Data to CSV/Excel

Overview:
Download your customer list—filtered or complete—as a CSV or Excel file for reporting, backups, or sharing with other systems.

Steps:

1. Navigate to Customer Management → Customers.

2. Apply any desired filters (e.g., Active status, Tag = “VIP”).

3. Click Export at the top right and choose CSV or Excel.

4. Select whether to export All Fields or only Visible Columns.

5. Click Download and save the file to your computer.

Tips & Best Practices:

• Export only the fields you need to minimize file size.

• Name exports with a date stamp (e.g., Customers_2025-04-12.csv) for version control.

• Schedule a regular export cadence (e.g., weekly) for offsite backups.

Troubleshooting / FAQs:

• Q: Export button is greyed out?
  A: Ensure you have the “Export Customers” permission under Roles & Permissions.

• Q: Export missing custom fields?
  A: Make sure those columns are visible in your current view before exporting.