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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
Filtered Customers Download

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.