How to export customers and transactions

 This article shows how to download CSV exports of customers and transactions (program-level or specific customer).

Customer data export

To export customers:

  1. In your affiliate program, go to Customers under Reporting & Management.
  2. Select the customers you'd like to export. You can also click to Select All or Select Visible: 
  3. Click Export: 
  4. You'll see a progress bar and the option to download the list once the export is complete. Click Download: 

Transaction data export: program level

To find and export program transactions:

  1. Go to Customers and Reporting & Management. Switch to the Transactions tab: 
  2. Select transactions and click Export: 
  3. Download the export, once completed: 

Transaction data export: specific customer

To export a complete list of transactions for a specific customer:

  1. Go to Customers under Reporting & Management. Find the required customer using their name or email address, and click to open their profile: 
  2. On the customer's profile, scroll down to the Transaction history section. You can Select all or Select visible transactions and click Export: 
  3. You'll see a progress bar and the option to download the list once the export is complete. Click Download: