5. Export Data

Purpose: Export customer data

You need to export customer data using the following steps:

Step 1: Select the list of customers that need to export data. You can export as a selection of a few customers or export all customer lists in a saved filter.

Step 2: Click the "Export" button, select "Export data in CSV format".

There are 2 types of data export:

  • Export data with all attributes: Export data with all information fields available on the system;

  • Export data with attributes showing: Export data with information fields displayed at the time of export (do not export data for information fields that are hidden from display),

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