How to Filter and Export / Download All Customers

Sometimes you may want to download a list of ALL (or part off) your customers. Here is how you do it.

To download the Excel sheet with all or part of your customers you can follow the steps below.

  1. Head on to Customers on the left Menu
  2. Your list of customers page will open. Is important to note that what you see is what you will export. You can filter your customers using the Search box and also show or hide columns see below.
  3. Scroll down this page 
  4. You will find two buttons in the end: ‘[Column Visibility]’ and ‘[Export]’
  5. If you click on [Column Visibility] you can select which fields or data you would like to show or hide.
  6. To export the list of customers click on [Export] button. There will be two options here: CSV file OR Excel sheet.
Column Visibility in Customers
Column Visibility in Customers
Export your Customers into CSV or Excel KRIYA Software
Export your Customers into CSV or Excel KRIYA Software

CSV (recommended): A file that stores tabular data (numbers and text) in plain text. Each line of the file is a data record. Each record consists of one or more fields, separated by commas. The use of the comma as a field separator is the source of the name for this file format. Files in the CSV format can be imported to and exported from programs that store data in tables, such as Mailchimp, Microsoft Excel or OpenOffice.

Excel: It is an XLS file format which is an Excel Sheets binary file format which holds information about all the worksheets in a file, including both content and formatting.

It’s your choice to export your data and then use your records to import into a third party program or share.

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