How to export customers, transactions and activity

This article shows how to download CSV exports of customers, transactions, and activity (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

The export contains: Customer name, Customer email, Customer Key, Status, Joining date, Transactions, Spent, Generated rewards, Partner ID, Partner Email, Partner Key.


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: 

The export contains: Transaction ID, Customer Name, Customer Email, Amount, Amount Units, Action, Partner Email, Partner Key, Date.


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

Activity data export

To export activity:

  1. Go to Customers under Reporting & Management. Switch to the Activity tab: 
  2. Select the activity entries 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

The export contains: Full name, Email, Reward, Action, Status, Date, Partner email, Partner key.

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