Exporting Customer Information

A standard customer export is available to download essential customer record information. The downloaded file type is CSV. The export include the following fields:

Data Included in Customer Export

Customer ID	First Name	Last Name	DOB
Email	Username	Customer Type	Allocation Tier
Primary Phone	Secondary Phone	Mobile Phone	Company Name
Billing First Name	Billing Last Name	Billing DOB	Billing Address 1
Billing Address 2	Billing Address City	Billing Address State	Billing Address Zip
Billing Address Country	Billing Address Phone	Shipping First Name	Shipping Last Name
Shipping Company	Shipping Address 1	Shipping Address 2	Shipping Address City
Shipping Address State	Shipping Address Zip	Shipping Address Country	Shipping Address Phone
Customer Source	US Mail preference	Email preference	Email Bounced
Email blank	Account Create Date	Active/Inactive Status	Purchase Volume Rank
Cumulative Spending	Total number of Orders	Date of Last Order	Total dollars of Last Order

Note: The Shipping Address information included in the export file is only the address marked default shipping; not all shipping addresses are included in the export file.

Permission Required: To access the customer tools, your user account must be enabled with three permissions:
1.) Primary access to the Admin Control Panel and Customers menu
2.) The sub-permission Export Customers
Contact your eCellar User Manager for assistance.

To export a list of customer record information begin with a Customer Search. Use the search form to filter for a specific result set, or leave the form blank to retrieve all active customer records. The export routine is available in both the legacy search form and the new Search.

1: Search > Customers: Enter desired search criteria and click Show Customers at the bottom of the form. (Common search filters are noted in the example below.)
2: At The Customer Results list use the Select Action menu > choose Export Customers
3: At the export screen, select the desired Export Type from the drop-down, then click Export Records.
- The type of export is either: Customer Records or Customer Notes
4: Download File to save the export to your desktop