Export the customer database

Export saves the customer database to a CSV file for a selected period and emails the archive to the user who requested it. By default the file contains last name, first name, registration date, and card number. Other columns are set in the Exported columns window. It opens when you click the gear icon in the export dialog.

If a CRM is connected to the account, customer data is synced with it. The same data can also be retrieved through the API. Use export when you need a file for a specific period.

Where to find export

Open Settings and go to the Export tab. The file cannot be requested from the Customers page.

How to allow export

The tab has a switch labeled Allow export of the customer database to CSV. While it is off, the Export CSV button is disabled and a new file cannot be requested.

To turn export on:

1. Click the switch.
2. Read the warning: the file contains customers’ personal data, you can request it no more than once a day, and only for a period of one month or less.
3. Check the agreement box and click Enable.

By enabling export you confirm that you do so on a lawful basis and that you are responsible for any later use, storage, and sharing of the exported data.

To stop new exports, turn the same switch off. Requests that were already made stay in the journal.

A user with view-only access cannot turn export on and cannot request a file.

How to request a file

1. Open Settings → Export.
2. Make sure export is allowed.
3. Under the journal, click Export CSV.
4. Set Start of selection and End of selection.
5. In the export dialog, next to Sample size, click the gear icon Exported fields settings. The Exported columns window opens. Check the columns you need and click Apply. If you leave the selection unchanged, the file contains only last name, first name, registration date, and card number.
6. Fill in the journal details: Your full name, Your job title, Your phone number, and Purpose of the personal data export. All four fields are required. The purpose must be at least 100 characters.
7. Check the agreement to request personal data and click Export.

Request limits:

• an export can be started no more than once a day;
• the interval from the start date to the end date is one month at most;
• the end date cannot be earlier than the start date;
• export is unavailable during the demo period.

The file includes customers registered in the account from the start date through the end date, inclusive.

The finished archive arrives within a few hours at the email address you used to sign in. The email has no attachment: it contains a Download archive button. The link works for 24 hours and allows 3 downloads. It is a password-protected ZIP archive containing export.csv. The archive name includes the period, for example export_01-09-2026_28-09-2026.zip.

Archive password

Right after the request, a dialog shows the password. Copy it and save it: the password is shown only once. It is not included in the email or in the export journal. The archive will not open without it.

What is in the file

By default the CSV has four columns:

• last name;
• first name;
• registration date;
• card number.

Other columns are included only if you check them in Exported columns. That window opens when you click the gear icon in the export dialog:

• middle name and birthday;
• phone and email;
• track and track 2;
• balance, bonuses, and discount;
• whether the card is installed, Apple installs, and Google installs;
• form, template, and modifier;
• IP address;
• extra questionnaire fields, if the account has them.

The file contains only the checked columns. Orders placed before this setting were exported with every field.

Export journal

Every request is recorded in the journal on the same Export tab. The journal stays available after export is turned off.

The columns appear in this order:

• Status — “In progress” or “Completed”;
• Date — the day of the request, without the time;
• Full name — the name entered with the request;
• Job title;
• E-mail — the email of the user who requested the file;
• IP — the address the file was requested from;
• Period — the start and end of the selection;
• Size — how many cards were in the selection;
• Fields — a list icon. Clicking it opens the columns of that export. Older orders say that every field was exported, including extra questionnaire fields;
• Purpose — the export purpose text;
• Signature — “Signed” if a signature was captured with the request.

The phone number is stored with the request and is not shown in the journal table.

“In progress” means the file is still being prepared. “Completed” means the request was processed and the email with the download link was sent. If the status stays “In progress” for a long time, contact support.