thread I want to export just a portion of my customers. How do I do that? in Archived Discussions (Read Only)

I want to export just a portion of my customers. How do I do that?

rebecheka — Sat, 25 Jan 2020 22:02:00 GMT

I want to export a list of my customers, but just the ones I've added in the last month. Is it possible to do this, and if so, how? Thank you.

Re: I want to export just a portion of my customers. How do I do that?

isabelle — Mon, 27 Jan 2020 18:21:43 GMT

Hey @rebecheka!

Thanks for posting in our Seller Community.

This is definitely something you can do. You'll have to create a group of the customers you want to export first. To do so:

Visit Customers in your online Square Dashboard.
Select Filter by Last Visited: 1 Month.
Select Save Filters, name the group whatever you'd like.
Then click Import / Export > Export Customers.
Select the group(s) you’d like to export customers from. In your case, this would be the newly created group. If a customer exists in multiple groups, they will only be exported once.
Click Download.

A .CSV file will download to your computer, which you can open using Excel or another common spreadsheet software.

I hope this information helps! Let me know if you have any additional questions.

Re: I want to export just a portion of my customers. How do I do that?

rebecheka — Mon, 27 Jan 2020 19:28:46 GMT

Thank you for your help @isabelle . I thought that would work too, but when I select customers that have visited in the last month, it comes up blank. If I am just sending them an invoice and they are paying it, are they not "visiting" my Square? That is how I get most of my customers. Thanks again!

Re: I want to export just a portion of my customers. How do I do that?

isabelle — Mon, 27 Jan 2020 21:57:49 GMT

Hey @rebecheka-

Hmmm. Invoices count as payments, therefore they should be included in visits.

Have you taken a lot of payments in the last month? Perhaps try filtering to view the last two months of Last Visited.

Let me know if you're able to view a complete list of recently visited customers.

Re: I want to export just a portion of my customers. How do I do that?

rebecheka — Mon, 27 Jan 2020 22:19:23 GMT

Well, this time that worked. I'm not sure what I was doing wrong before, but thank you for the help! At least it is working now.

Re: I want to export just a portion of my customers. How do I do that?

isabelle — Mon, 27 Jan 2020 22:22:12 GMT

Hey @rebecheka!

Happy to hear that. Thanks again for your post 😊