Export Customer Data

If you're exporting customer information from several hundred or more orders, you'll want to export data in 6 month to 1 year chunks at a time. This ensures that the download file isn't so large that your browser times-out and the download fails.     

1. In the cart admin, click Orders in the top menu.
   
   
2. Use the Search box at the bottom of the page to display 6-12 months of orders at a time.
   
   
3. In the Action drop-down box, select Export Orders to a CSV file.
   
   
4. Use the status drop-down box if you want to further reduce the data exported to only orders that match a specific status.
   
   
5. Select "Apply to all orders in the search Results folder."
   
   
6. Click the Go button.
   
   
7. The next page allows you to select which fields to export. Enter a column position in the input box next to each field. For example, if you enter 1 next to "Bill To - First Name" and 2 next to "Bill To - Email," your CSV file will look like this:
   
       "John Doe","johndoe@example.com"
       "Jane Doe","janedoe@example.com"
       ...
   
   
8. If you are building a simple contact list, select "No" under "Would you like to include the items that were ordered in your CSV file?"
   
   
9. Click the Download button.

If you're exporting customer information from less than 300-500 orders:

1. In the cart admin, click Orders in the top menu.
   
   
2. In the Action drop-down box, select Export Orders to a CSV file.
   
   
3. Use the status drop-down box if you want to reduce the data exported to only orders that match a specific status.
   
   
4. Select "Apply to all orders in New folder."
   
   
5. Click the Go button.
   
   
6. The next page allows you to select which fields to export. Enter a column position in the input box next to each field. For example, if you enter 1 next to "Bill To - First Name" and 2 next to "Bill To - Email," your CSV file will look like this:
   
       "John Doe","johndoe@example.com"
       "Jane Doe","janedoe@example.com"
       ...
   
   
7. If you are building a simple contact list, select "No" under "Would you like to include the items that were ordered in your CSV file?"
   
   
8. Click the Download button.
   
   

If you need to export customer information from orders in other folders, click on the folder name under Manage Folders and repeat the steps above.

Open Google Sheets or any spreadsheet app. The instructions below apply to Google Sheets.

1. Click "Blank spreadsheet"
   
   
2. Click File > Import > Upload. Select the CSV file you exported in steps 1-4
   
   
3. Set "import location" to "Replace spreadsheet" and "Separator type" to "Detect automatically"
   
   
4. Click Import Data button
   
   
5. Click the blank square in the top-left corner of the sheet (between column A and row 1) to select the entire sheet
   
   
6. Click Data in the top menu bar, hover over Data cleanup, and select Remove duplicates
   
   
7. Check only the boxes for First Name and Last Name columns
   
   
8. Click the Remove duplicates button
   

If you have multiple CSV files, stop at step 9 after the first CSV import. On subsequent imports, change "import location" to "Append to current sheet." After you've uploaded all your CSV files, continue with steps 5-8.