How to Export Sales or Customer Data

Recommended for: Owners and admins Time to complete: 5 to 10 minutes

Exports help you review data outside the dashboard, share information with finance or operations, or keep working copies for analysis.

Before You Export

Check:

  • which data you actually need

  • who will use the export

  • whether the export contains customer information that should be handled carefully

Good Practice

  • export only what is needed

  • store exported files securely

  • avoid sending customer data casually between teams

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