How do I export customer data?

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

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.

Export from the Customers page

  1. Go to Manage > Customers.

  2. Click the menu icon in the top-right corner and select Export customers.

Customers main menu

  1. Click Download to download the CSV file.

Export from the Reports page

  1. Go to More > My Business > Reports.

  2. Under 'Download your data', select Customers.

  3. Click Download to download the CSV file.