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To export customer information:
  1. Navigate to Customers
  2. Use the Filters button to narrow down the customer list if needed
  3. Click the Export / Download button in the control bar
  4. Select the fields you want to include in the export
  5. Download the CSV file

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What’s included in customer exports

Customer exports include:
  • Customer name and legal name
  • Email and contact information
  • Status (Active, Inactive, Churned, Trial)
  • Address details (country, state, city, postal code)
  • Subsidiary information
  • Parent customer relationships
  • Number of contracts
  • Created date
  • Invoice due configuration
  • Manual review status
  • Any custom fields you’ve configured
You can customize which columns appear in the export by using the Settings (gear icon) to select specific fields before exporting.