How to export customers and transactions

Customer data export

To export customers:

  1. Open the program you'd like to work with.
  2. Go to Customers under Reporting & Management.
  3. Select the partners you'd like to export. You can also click to Select All or Select Visible:
  4. Select and click Export:
  5. You'll see a progress bar and the option to download the list once the export is complete. Click Download:

Transaction data export

You can export a complete list of transactions for any customer. To do that:

  1. Click on 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:
  3. Select and click Export:
  4. You'll see a progress bar and the option to download the list once the export is complete. Click Download: