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How can I export customer data?

Discover how to efficiently export all data stored within a customer record.

To export the data existing in a customer record, follow these steps:

  1. Go to the Customers homepage, then select the customer where you would like to view customer information.
  2. Click the Export Customer Data button to the left of the Request button at the top right of the page.

Exporting all of the data stored within a customer record will create a .csv file which includes a table of the field key and values associated with each field sorted alphabetically.

Here is a short video that provides a clear explanation of the process mentioned above: