Learn how to easily download your customer lists and their information in CSV format using the mobile app with these easy steps.
How to export a customer list in CSV
Step 1: Tap the graph icon.
Tap the graph icon located at the top-right corner of the screen.
Step 2: Tap the export icon.
Tap the export icon (arrow at the top-right) to begin the export process.
Step 3: Select a time period.
Select a time period to define the range of your report.
Step 4: Set export options.
Under Options, ensure that 'Customer' is selected.
Step 5: Export the report.
Tap 'Export data to CSV' to download the customer report as a CSV file or send the report directly to your email.
Common FAQs on how to export a customer list in CSV
Q: Can I export my customer list in CSV format from the Bookipi web app?
A. Currently, exporting a customer list is only available on the mobile version of Bookipi. This feature is not supported on the Bookipi web app (desktop version).
Q: What information is included in the CSV file?
A. The following information is included in the CSV file of your customer list:
Customer name
Email address
Phone number
Business name
Billing address
Tax
Q: Can I choose which fields to export?
A. Currently, the export includes all standard customer fields by default. Custom field filtering is not yet available.
Q: Is there a limit to how many customers I can export?
A. There is no limit to how many customers you can export, but large customer lists may take longer to download.
Q: Will this feature be available in the web app soon?
A. While we’re always improving Bookipi, exporting customer lists from the web app is not yet available. You can share your interest in this feature through our feature request page to help prioritize its development.
Discover more tutorials for Bookipi Invoice on mobile app
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Find more tips on how to get the most out of Bookipi Invoice with our mobile app guides.