Exporting Customer Data
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:
- Click Customer Data in the left menu
- 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 and Referral Information
The CSV also shows:
- Wallet balance
- Credit balance (if credit or 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 and 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.
Updated on: 16/12/2025
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