Skip to main content

Export customer information

C
Written by Christy Larkin

You can export the basic customer information to a CSV file for external review.

Mobile application

  1. Select Customers.

  2. To search a for specific customer, enter part of the customer's name, email, or phone number in the search field.

    Note: The export will be limited to customers who match the specified search criteria.

  3. Select . The CSV file is downloaded to the device.

Web application

  1. Select Customers in the navigation pane.

  2. To search for a specific customer, enter part of the customer's name, email, or phone number in the search field, and then select Search.

    Note: The export will be limited to customers who match the specified search criteria.

  3. Select Export > Download CSV. The CSV file is downloaded to the Downloads folder.


​

Did this answer your question?