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How Do I Export My Customer And Order Data?

You can download your customers and your orders yourself at any time, as a CSV or Excel file, from the Reports menu. Use it for a backup, for a mailing list, or to work with your data in a spreadsheet.

The Customer Export report with the Output Format menu and the Download button.
The Customer Export report with the Output Format menu and the Download button.

Export Your Customers

  1. Go to Reports > Customer Export.
  2. Pick CSV or Excel in Output Format.
  3. Click Download.

The file has one row per customer: name, company, email, address, phone numbers, preferences and how they heard about you.

Export Your Orders

  1. Go to Reports > Order Export.
  2. Choose the dates and, if you like, a status.
  3. Pick CSV or Excel in Output Format and click Download.

Other Exports

  • One customer's orders: on the customer's page, click the download icon next to Orders.
  • One order: on the order's Tools tab, click Export to Excel.

Don't see the Reports menu or the export reports? Ask your admin for access. Need something the exports don't include? Contact us.