I would like to export my customer information with the notes into a csv file

JoeyCreamton — Sun, 21 Sep 2025 09:53:52 GMT

I would like to export my customer information including the notes into a csv file

Re: I would like to export my customer information with the notes into a csv file

JK_Fiber_Art — Sat, 17 Feb 2024 16:24:40 GMT

Hi JoeyCreamton,

The steps below outline exporting your Customer info for all fields - there is a Memo field if that's what you're referring to as Notes. There's also a Note field that included with an export of your Transactions which is a separate export.

Select Customers

Then Select Customers

Select Import/Export

Select Export

Select All Customers

Select Export

Select Download

For example, I downloaded an entire year or you can choose your date range.

Note sure if this is what you're looking for - if not suggest providing a few more details as to what you have in mind would be helpful for other Community members to assist.

thread I would like to export my customer information with the notes into a csv file in Customer Engagement

I would like to export my customer information with the notes into a csv file

Re: I would like to export my customer information with the notes into a csv file