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Customers1 min read

Exporting Customer Data

Last updated April 3, 2026

Exporting Customer Data

The customer list shows all customers who have booked or visited your business. Use powerful filters to find specific customers quickly and export data when needed.

When you're ready to export, navigate to Customers.

Fig. 1 - Identifying the Download icon (cloud) on the top right.
Fig. 1 - Identifying the Download icon (cloud) on the top right.

Download CSV

To export customer list:

1. Apply any filters desired

2. Click Download icon (cloud)

3. Requires "Download data" permission in Role Based Access Control

4. Download and save it; within a spreadsheet application (Microsoft Excel / Google Sheets)

What's included in CSV:

  • First name
  • Last name
  • Birthday
  • Email
  • Phone number

Note: CSV includes ALL customers, not just current filtered view. Filters don't limit export.

Use cases:

  • Import to email service
  • Backup customer data
  • Share with team
  • External analysis
  • Marketing campaigns

Privacy reminder:

  • Contains personal information
  • Handle securely
  • Don't share publicly
  • Follow privacy policies
  • Professional use only

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