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.
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
, thenDownload
to download the CSV file.
Export from the Reports page
-
Go to
More
>My Business
>Reports
. -
Under 'Download your data', select
Customers
. -
To include archived customers, toggle the
Include archived customers
option. To only export current customers, leave this option. -
Click
Export
, thenDownload
to download the CSV file.