DocumentationHow to Export Customers?
In case you haven’t installed and activated the plugin yet, go to the Setup Guide and follow the steps.
Step 1
Navigate to Settings > Customer Settings and enable the Customer Settings option.
Step 2
Click “Create New Spreadsheet” and give a name of your spreadsheet or “Select Existing Spreadsheet”.
Step 3
Enable/Disable sheet headers which you want to sync.
Step 4
At the end of the page, click on the “Save” button.
Step 5
Once all the settings are saved, the ‘Click to Sync’ option will be enabled.
This section will give you two options:
- All Customers
- Date Range
- If you want to export all customers from the beginning to till now to your Google Spreadsheet, select ‘All Customers’ and then click on ‘Click to Sync’.
- If you want to export customers within a custom date range, select the ‘Date Range’ option and choose the start and end dates as per your requirement. After setting the dates, click on ‘Click to Sync’.
