Export Email List & Customer List

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Export Email List & Customer List

Post by Lfrailey173 »

Iʻd like to download my entire email list - could you please clarify which one that is from the screen shot below?
Also, Iʻd like to download my entire customer list too. Also just my ʻactiveʻ customers too. Say who have made a purchase in the last 6 months.

Iʻd also like to download my top 500 customers by order amount within the 60 days, 180 days and year.
Or set rangers and select different variables about my customers to download via a csv. Is that possible. If so, please advise.

I also see under the ʻbuyers/ resellersʻ tab... there are 8 pages listed out. What are each of those?

Thank you!
Screen Shot 2020-04-18 at 9.24.10 PM.png
Screen Shot 2020-04-18 at 9.24.10 PM.png (463.85 KiB) Viewed 896 times
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Re: Export Email List & Customer List

Post by Kathlein »

You have a large database of customers, so the system breaks up the downloads in to 8 smaller chunks called "pages". You can download each chunk one at a time by clicking where it says "Page 1", "Page 2", etc. Each page can take a few minutes to process and we recommend downloading them one at a time. Wait for Page 1 to complete before clicking to download Page 2 and so on.

Once you have downloaded all of them, you can open them in your spreadsheet program (excel or numbers) and sort/filter them: by last purchase date, active status, etc.

To download customers by order history: go to "Reports" on the main menu then "Accounting" then "Sales Reports". Set the desired date range in the top right corner and once the page has reloaded, you can click the "Download" button on the right. There is also a "Filter Report" button on the left with a number of options.
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