Customer Data Export Process

Introduction

The Customer Data Export feature allows you to download detailed customer information for analysis, reporting, segmentation, and backup purposes.

With export filters, you can refine exactly which customer data you want included—making it a powerful tool for marketing teams, loyalty program management, and CRM operations.

This guide walks you through navigating the export screen, applying filters, exporting data, and downloading your final file.

Step 1 - Navigate to the Export Feature

To begin exporting customer data:

1. Click Customer Data in the left menu
2. Scroll to the bottom and click Export Data

This opens the Export Customer screen, where you’ll see the export options.

Step 2 - Open Export Filters

Click Export. This reveals all available export filters for refining your customer selection.

Step 3 - Apply Filters to Segment Customers

You can filter customers based on:

• Total coin balance
• Whether date of birth (DOB) is available
• Email address
• Mobile number
• LTV (Lifetime Value) range
• Tier (if tiers are enabled)
• Last order date

💡 Tip: Combine multiple filters for precise target lists—for example, “Tier Gold + LTV above ₹5000.”

Step 4 - Export the Filtered Data

After selecting your filters, click Export again. The system will:

• Compile customer data
• Generate a file
• Email a download link to your registered admin email once it’s ready

Step 5 - Download Your Export File

Open the email sent to your admin inbox. Click the download link to retrieve the exported CSV file.

The file will contain a complete customer list based on your selected filters.

Step 6 - Review Core Customer Fields

The CSV file includes:

• Lead ID (unique Nectar customer ID)
• Shopify ID (prefixed with a hyphen)
• Customer name
• Email address
• Mobile number
• Total coin balance

Step 7 - Review Wallet & Referral Information

The CSV also shows:

• Wallet balance
• Credit balance (if credit/wallet features are used)
• Customer’s unique referral code

Step 8 - View Additional Customer Attributes

If available, the export will also include:

• Customer’s tier
• Date of birth (full DOB + DOB without year)
• Shopify tags
• Internal Nectar tags

This gives you a complete view of each customer’s profile.

Step 9 - Check Export History

Click History to view previous exports. This section displays:

• Export dates
• Export times
• Details of past files

Step 10 - Resend Download Link

If you need another copy of the exported file, click Send Download Link. This will resend the download link to your admin email for easy access.

Wrap-Up

You now know how to: ✅ Navigate to the Export Data screen ✅ Apply detailed filters to segment customers ✅ Export customer data securely ✅ Download and review the CSV file ✅ Access export history and resend download links

Exporting customer data helps you maintain organized records, run targeted campaigns, and gain meaningful insights—strengthening your customer engagement strategy. 💚