Customer Profiles Export Tutorial

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Operations → Customer Profiles → Export

 

UltraCart profile an export utility for customer profiles. 

The customer profile export utility allows you to quickly generate an Excel Spreadsheet or CSV file of all the information contained with your customer profiles.
A quick way to update a lot of information is to generate a spreadsheet with this utility, edit the spreadsheet, and then import the information back into UltraCart.

The customer profile export utility is located on the Customer Profile page.

The view of the customer profile export page will vary depending on whether or not you have configured Pricing Tiers.

If you have configured pricing tiers, you will have the option of selecting one or more via the field provided. If no pricing tiers have been configured, this menu will not be populated. The export will still work by choosing the preferred export format and then clicking the download button.

Example Export

Upon clicking the export button the existing records will be exported, containing all fields that have been configured on at least one customer record.

 

Records of retail customers that chose to create a customer profile during their checkout will contain only an email address, whereas, customer records of customers that signed up via the wholesale signup will contain more fields that they were required to fill out.