Exporting Customer Data

To export customer information:

1. Navigate to Customers
2. Use the Filters button to narrow down the customer list if needed
3. Click the Export / Download button in the control bar
4. Download the CSV file

What's Included in Customer Exports

Customer exports include:

• Customer name
• Status (Active, Inactive, Churned, Trial)
• Address details (country, state, city, postal code)
• Subsidiary information
• Parent customer relationships
• Number of contracts
• Created date
• Invoice due configuration
• Manual review status
• Any custom fields you've configured