Discover how to efficiently export all data stored within a customer record.
To export the data existing in a customer record, follow these steps:
- Go to the Customers homepage, then select the customer where you would like to view customer information.
- 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: