You can export the basic customer information to a CSV file for external review.
Mobile application
Select Customers.
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.
Select
. The CSV file is downloaded to the device.
Web application
Select Customers in the navigation pane.
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.
Select Export > Download CSV. The CSV file is downloaded to the Downloads folder.


