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How do I export customers?

Learn how to export customer information from Endear to a CSV

Updated this week

Applies to: Admins

In some cases, you may want to export data from Endear for further analysis. You can export customer data in just a few clicks.

Default Export Format

  • Endear exports will always output a CSV file

  • The export will include all customer columns, not just the visible ones.

  • Email Address vs. Email Addresses: Endear has two columns related to a customer's email address.

    • Email Address: This is the the customer's primary email address - it can only be a single value.

    • Email Addresses: These are all of the emails on file associated with the customer. This column can hold multiple values.

Overview

  1. From the Home Page, select Customers, and then select your desired audience.

  2. Select the checkbox to highlight all the customers. Then select the text Select all 100+ customers.

  3. Select Export to CSV

  4. Confirm the export size by inputing the number of records, then select Export

Step-by-Step Guide

1. From the Home Page, select Customers, and then select your desired au

2. Select the checkbox on the left-hand side of the menu bar to highlight all the customers on the first page. Then select the text Select all 100+ customers on the right-hand size of the menu bar. This will ensure your export includes all the customers on subsequent pages.

3. Select Export to CSV

4. Confirm the export size by typing in the number of records you're exporting

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