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Exporting Customers

 

To achieve more precise management of customer relationships, you can export customer data in bulk. With this feature, you can specify the export range and customize the export fields to meet your specific customer export requirements.

 

In This Article

 

 

Specifying the Export Range

To export the customer data you need, follow the steps below to specify the range:

  1. From your SHOPLINE admin panel, go to the Customers module.
  2. On the Customers page, click the Export button at the top.
    1.2.png
  3. In the Export customers pop-up window, select one of the options based on your export needs.
    1.3.png
  • To export all customers, choose All customers and click Export.
  • To export filtered customers, first apply filters such as tags or status on the customer list. Then, choose Customers that meet the filtered criteria in the pop-up window. 
  • To export specific customers, first select the desired customers in the customer list by checking the box before their names. Then choose Selected customers in the pop-up window.

 

 

Customizing Export Fields

If you need to customize the export fields, check the Custom export fields option in the pop-up window. Once selected, a list of available export fields will appear. After making your selection, click Export. The exported sheet will include the chosen fields.
2.1.png

 

 

Viewing Exported Files

You can track the progress of your exports. Click on your avatar in the upper right corner of your SHOPLINE admin panel and select Bulk processing progress. Exported files are in Excel format. The maximum file size for exports is 10 MB, which is approximately equivalent to 350,000 user data entries.
2.2.png

 

Note: When exporting more than 350,000 customers, only the first 350,000 will be included in the report. To export all your customers, use the filtering features to create smaller groups based on specific criteria. Then, export each group separately.

Here's an example using SMS subscription status:

  1. In the customer list, filter by SMS subscription status. You can choose Unsubscribed, Subscribed, or Not subscribed.
    Exporting Customer 1.png

  2. After applying the filter, click Export and select Customers that meet the filtered criteria to export a report for that specific group.
    Exporting Customer 2.png

  3. Repeat steps 1 and 2 for each desired filter category to export all your customers in batches.
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