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How to Export Existing Customers to a CSV File on Shopify
Last modified: November 30, 2023
It is very important to know how to export your existing customers to a CSV file on Shopify. This process allows you to make bulk changes to your customer information. For instance, if you have a list of names or email addresses that you need to change or perhaps you want to change the marketing preferences for lots of customers.
Using a CSV file is much easier to complete this project in bulk. You can download the entire list of customers, make the changes and re-upload the list. The changes will then be applied for you.
A CSV file might also be a good way to look for trends in customer acquisition. For instance, are you attracting customers from a specific area of a country or the world? Are your customers more likely to be male, or more likely to live in apartments? This data can be vital in marketing efforts later on.
With Shopify, this process is very easy to complete. Here are the instructions.
Step 1: Log in
The first step is to log into your Shopify store.
Step 2: Customers
Once you’re logged in you’ll be on the front page of the admin area. You can take a look at the menu on the left-hand side of the screen for the option that reads ‘Customers’. Click on this option.
Step 3: Export
A list of all your customers will appear on the screen. You will also have an option that appears right below the page’s title (Customers) that has the words ‘Export’ on it. Click on this button.
Step 4: Select Export Option
The ‘Export Customers’ dialogue will appear right after you click on the button that reads ‘Export’. In this dialog box, you need to select what customer data you would like to export. There are some options that you would need to consider. This includes how many customers you export, this could be the entire page, selected customers or a current search that you’ve run.
For the selected customers and current search, you must have already performed these actions on your website before selecting ‘Export’.
Step 5: Choose Format
Now you can choose a format for which the export will be done. There are different options. You can choose CSV for Excel, Numbers, and other spreadsheet programs. This is a great option if you’re going to be using a spreadsheet to read and edit the data. You can also choose Plain CSV if you’re going to use a plain-text editor to open the data.
Whatever format you choose, ensure that you have the right third-party program to read the information afterward.
Step 6: Confirm
After you’ve selected the details of the export, click on the ‘Export Customers’ to confirm that you would like this task to complete. Then you will receive a download onto your computer’s download file with the export.
Conclusion: How to Export Existing Customers to a CSV File on Shopify
If you need to export your customer’s data for whatever reason, you’ll find that the process is easy. Follow the steps above and you can have the exported document on your computer within five minutes. If you need more help with the management of your customers, you can try this app.
Can I filter which customer data to export from Shopify?
Yes, Shopify allows you to filter customer data for export. You can choose to export all customers, specific groups, or based on search criteria.
How secure is the customer data export process in Shopify?
The customer data export process in Shopify is highly secure, utilizing encryption and strict access controls. Shopify adheres to industry-standard security protocols to protect sensitive customer information.
What should I do if I encounter an error while exporting customers from Shopify?
If you encounter an error while exporting customers from Shopify, first check your internet connection and export settings. If issues persist, contact Shopify’s support team for specialized assistance.