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
- On you main dashboard, select the card menu button and open the appropriate card.
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- Click on the "Customer" button
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- Click on the download icon next to the "Cutomer Base" title
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- 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
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