Export customer data

Due to GDPR you must have the ability to export customer data in the event they ask for the information. All information regarding the customer gets exported, you will see it all within the .zip file in excel sheets.


How to export customer data

  1. Navigate to customer's dashboard > Quick Links > Export all customer data
  2. Once successfully exported you will receive a notification which will contain the backup file as a zip file which you can then download
  3. Inside the zip file are spreadsheets of the customers data and a folder named "files" which contains all the attached files against the customer as shown below:

customer files.png