How do I export customer data?

There are two ways to export your customer data as a CSV file:

Export from the Customers page
Export from the Reports page

The CSV file will contain all your customer data including their contact details, balance, and job details. If more than one job has been added to a customer, the CSV file will contain a row for each job.

If you have trouble downloading the CSV file on a mobile device, sign into app.getsoapy.com from a desktop browser and follow the steps below.

Export from the Customers page

Go to Manage > Customers.
Click the menu icon in the top-right corner and select Export customers.

To include archived customers, toggle the Include archived customers option. To only export current customers, leave this option.
Click Export, then Download to download the CSV file.

Export from the Reports page

Go to More > My Business > Reports.
Under Export, select Customers & Jobs.
To include archived customers, toggle the Include archived customers option. To only export current customers, leave this option.
Click Export, then Download to download the CSV file.