How do I export my customer list?

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Exporting all of your customers
1.) To export all of your customers, go to  Customers -> Export Customers in your control panel

customersexport1.png

2.) One the next screen, select your Export Template (use Bulk Edit unless you have some specialized need), and select your file format (most likely you'll be using CSV), and then hit Continue.

exportcustomers2.png

3.) Now, click on the link to generate your file:

exportcustomers3.png

4.) it will quickly generate your file, and then you can click on the link in the next box to download it to your computer.

exportcustomers4.png

That's it!  You now have a file with all of your customer data on your computer.


Some Terms Explained:


  1. CSV (Comma Separated Value): This file format is a literal list of values separated by commas. However, the most common means of editing it is a spreadsheet program like Microsoft Excel, or Numbers, or OpenOffice Calc.  You will most likely always deal with it in a spreadsheet format for editing, but if you're interested in what the data looks like in the text file, an example is shown below:
    "CUSTOMER ID","COMPANY","FIRST NAME","LAST NAME","EMAIL","PHONE","DATE JOINED","NUMBER OF ORDERS"
    "1","ACME Inc.","John","Smith","john@example.com","555-0199","18th Oct 2007","5"
    "7","ACME Inc.","James","SMith","james@example.com","","18th Oct 2007","0"

  2. XML Format: XML stands for extensible markup language. This format is a bit different as it contains all the information within markup tags.  You can open up an XML file in any text editing program.<![CDATA[5]]>

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Posted 4 years ago

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