Customers can be exported into a CSV (comma separated values) file so that you can manually report or import into a third party system. You can also export customer lists to make changes, and then import back into Maropost Commerce. There’s 2 ways to export your customer details:
In this Article
Simple Export
The simple export is best used only for reporting, as fields can’t be customised as much and filters are limited. Third party applications will likely have a specific format required in which case the complex export is better suited.
To use the simple export:
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In your Maropost Commerce control panel navigate to Customers > View customers & prospects.
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Use the filters to display the customers you want exported.
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Click the arrow next to the Export button at the top of the page, and choose Export current results.
Tip: You can also use the Export all customers to get a complete file containing every customer in your Maropost Commerce account.
The CSV file of your customers will be created and downloaded to your computer automatically.
Complex Export
The complex export wizard gives you a lot more control over the fields that are exported, filters, and allows you to set up schedules to export on a regular basis. To use the complex export wizard:
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In your Maropost Commerce control panel, navigate to Settings & tools > Export data.
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Select the Customers radio button.
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Click the Perform complex export button and choose the Start Data Export Wizard option.
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Enter a name for your file and click the Continue to Next Step button.
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You now need to choose which customer fields you want to export. Click the Add New Field To File button, and choose the fields from the drop down menus.
You need to select a field type first (customer details or sales summary) and then choose the field name.
Tip: Be sure to include the Customer Details > Username as this is used as the unique identifier for your customers.
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Repeat the previous step and add all the fields you need in your file. When complete, click Continue to Next Step.
Tip: You can change the column header for each field on the right hand side of the page. This is useful if you export to a third party system that has specific field name requirements.
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You can now determine which customers are included in the file by selecting filters.
For example, enter a number in the balance from field to see customers who owe money.
When you’ve finished selecting your filters click the Continue to Next Step button.
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In the Send Export File To field, select how you want to receive your sales order export file.
Tip: Choose Local URL to save the file in your site assets, so it can be downloaded when ready. You’ll be shown a URL where it can be downloaded.
| Export Method | Description | Steps |
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| Email | Send the file as an attachment on an email. | Enter your Email Address. |
| FTP | Save the file on another server. | Enter the server FTP Location, FTP Username and FTP Password. |
| External URL | Post the file to another server (advanced option). | Enter the External URL, FTP Username, FTP Password and any other required fields. |
| Local URL | Save the file to a folder on your site. | Enter a Folder Name (or leave blank for the default location). |
Make sure you add any required details (e.g. email address, FTP username/password) depending on your selection.
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Select the checkbox if you want to save the export settings (name, fields, filters etc) so that you can run the export again later. If you do, enter a template name and optionally select an automated export schedule.
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Click the Export Now button.
The export process will be queued to run, create the file, and deliver it to your chosen location.
Tip: Click on the export process ID to view a page with the status of your export. Click the Run Now button on this page to start the process immediately.