Exporting Your Customer List
Back Office can export your customers to a spreadsheet file (CSV) that matches what you have on screen — the same columns, in the same order, for the same set of customers.
How the Customer Export Works
Access requirements. You'll need view access to the "Customers" permission to open the customer list and export it.
The file mirrors your screen. Whatever columns are showing, in the left-to-right order you have them in, is what you get in the file. Hide a column and it's left out; move a column and the file follows.
It exports the whole list you're looking at, not just the rows on screen. Your search and any filters you've applied are carried over, so the file contains every customer that matches — including the ones further down than you've scrolled.
Four details are always included at the end , because they have no column on the list to be shown or hidden: "Customer type," "Tax exempt," "Tax ID," and "Notes."
The file opens in a new browser tab and downloads from there.
Where to Access Each Feature
To… | Go to |
Export all of your customers | Customers → All customers |
Choose which columns are included | The "Columns" panel on the right edge of the customer list |
Export the members of one customer group | Customers → Customer groups → open a group → "Group members" |
Exporting Your Customer List
Click "Customers" in the left menu, then click "All customers."
Narrow the list first if you only want part of it. Type at least 3 characters in the search box, or set filters from the "Filters" panel on the right.
Sort by the column you want the file ordered by. "Origin store," "Order count," and "Last order" can't be sorted.
Click the three-dot menu at the top right of the list.
Click "Export CSV."
The file opens in a new tab and downloads. Its name starts with "customers_" followed by a number, so each export is its own file.
Choosing Which Columns to Export
The export follows the columns you have showing, so you choose the contents of the file by setting the list up the way you want it.
Open the customer list.
Click "Columns" on the right edge of the list to open the column panel.
Untick any column you don't want in the file, and tick any you do.
Drag the columns into the order you want them to appear in the file.
Export the list. The file now has only the columns you left showing, in that order — plus "Customer type," "Tax exempt," "Tax ID," and "Notes" at the end.
Saved views remember their own column layout, so switching views before you export changes what comes out. To keep a column setup for next time, click the save icon next to the view name — Browsing Your Product Catalog walks through showing, hiding and reordering columns and saving them as a view.
Exporting the Members of a Customer Group
The member list inside a customer group exports the same way, and follows its own columns. For setting up groups and changing who's in them, see Customer Groups.
Click "Customers" in the left menu, then click "Customer groups."
Click the group you want.
Scroll to "Group members."
Click the three-dot menu above the member list, then click "Export CSV."
The file downloads with the group's name at the start of the file name.
On a group you manage by hand, the member list has an extra column of trash-can buttons for removing someone. It's a button rather than information, so it's never included in the file.
What Can Be in the File
Column | Included when |
Name | It's showing on the list |
It's showing on the list | |
Phone number | It's showing on the list |
Origin store | It's showing on the list |
Order count | It's showing on the list |
Total spent | It's showing on the list |
Credit remaining | It's showing on the list |
Balance due | It's showing on the list |
Last order | It's showing on the list |
Joined | It's showing on the list |
Loyalty points | It's showing on the list — the column only exists if your store has a loyalty program turned on |
Customer type | Always, at the end |
Tax exempt | Always, at the end |
Tax ID | Always, at the end |
Notes | Always, at the end |
What It Looks Like in Back Office
Money columns read the way they do on screen, with the currency symbol — "Total spent," "Credit remaining," and "Balance due."
"Last order" and "Joined" come through as the short dates shown on the list, not full timestamps.
A customer with nothing to show in a column gets an empty cell — no email address, or no loyalty points because they aren't in a loyalty program. "Order count" is the exception: a customer who has never ordered exports as 0.
Troubleshooting
"Customer type," "Tax exempt," "Tax ID," or "Notes" turned up in a file and I never asked for them — those four have no column on the customer list, so there's no way to hide them. They're added to the end of every export.
I got the standard columns instead of the ones I picked — if every column on the list is hidden, the export falls back to the standard set of columns. Leave at least one column showing.
There's no "Loyalty points" column to show — that column only appears when your store has a loyalty program enabled. Without one, there's nothing to export.
The file has far more rows than I can see on screen — that's expected. The export covers every customer matching your search and filters, not just the rows loaded on screen. Filter the list further before exporting if you want fewer.
Nothing happened when I clicked "Export CSV" — the file opens in a new browser tab. If your browser blocks pop-ups for Back Office, allow them and try again.