How do I manually export my customer data?

Customer information collected from each card can be easily downloaded to a .xsls (spreadsheet) format for external use, such as adding it to another database. Follow these simple steps

  1. On you main dashboard, select the card menu button and open the appropriate card.
Manual Export Step 1
  1. Click on the "Customer" button
Manual Customer Export Step 2
  1. Click on the download icon next to the "Cutomer Base" title
Manual Customer Export Step 3
  1. Download to your local device in a .xsls format that can be imported into your spreadhseet program like Google Sheets or Microsoft Excel or perhaps another platform that allow .xsls importing like your favourite CRM
Manual Customer Export Step 4
Last updated on 20th November 2023

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