How to Export Customers

Export your customer list as a CSV file from Reports > Download Center. Customer exports are in the Download Center, rather than on the Customers page in Sales. The Download Center exports CSV files only, not Excel (.xlsx) files.

Create a customer export

1. Open Reports in the top menu.

   

2. Choose Download Center under Downloads.

   

3. Open the Reports dropdown beside the page title.

   

4. Choose All Customer.

   

   All Customer exports your team's non-deleted customers. It does not select an individual customer or use a date range. To work with a segment such as wholesale customers or recent buyers, download the list and filter its rows in your spreadsheet app.

5. In Columns in this export, select the fields you want to include.

   

   Every column starts ticked, unless your team has a default preset. Click Clear first to deselect all columns. Then tick the fields you want in your CSV file. Each field you tick goes to the end of the selected list. Select at least one column to make Export available. This example selects Name and Contact Email.

   Scroll the column list to see every available field. Available fields include customer IDs, company names, contact names, emails, phones, and addresses. Name is the customer (company) name. Contact names use Contact First Name and Contact Last Name. Contact emails use Contact Email.

   To include every available column, keep all columns ticked or click Select all.

6. Click the up or down arrow beside a selected field to change the column order.

   

   The list reads left to right, row by row. The order shown is the order in the CSV. Click the up arrow to move a field earlier in the list. Click the down arrow to move a field later in the list. This example uses the up arrow on Name so Name comes before Contact Email.

   Skip Saved presets for a one-time export. To save the same columns for another export, see Save and reuse a column preset. Save the preset before you click Export. Return here and continue with step 7 when you finish.

7. Click Export.

   

   Large customer lists can take longer to generate.

Download the customer file

The report appears in the history while YoPrint prepares it. Wait for its status to change from Pending or Generating to Ready. The history does not update by itself. Click Refresh to see whether a Pending or Generating export is Ready.

1. Click the Download icon on the Ready Customer row.

   

   The file downloads as customer-export.csv. Open it in your spreadsheet app.

   A customer takes one row when it has no contacts or addresses. It takes more rows when it has several contacts or addresses, whichever columns you choose. YoPrint does not remove repeated emails: remove duplicates in your spreadsheet before a mailing.

   To fix a contact's email or name in YoPrint, see Manage Customer Contacts in YoPrint. Importing a CSV adds customers only and does not update existing ones. To add customers from a CSV file, see Import Customers Using CSV.

Download the file before its Available until date. Anyone with access to your shop's Download Center can view and download completed customer export files while they are available. You can return to the Download Center to collect a file or create a fresh export after your customer list changes.