How to Download a CSV of All Customers
This export pulls global account data, including billing addresses, primary contact information, main phone numbers, email subscribed, text subscribed, and customer status.
Step-by-Step Instructions:
- Navigate to Customers in the main left-hand navigation menu.
- Ensure you are on the All Customers screen.
- (Optional) Use the filters at the top of the screen if you only want to export a specific subset of customers (e.g., active accounts only or customers with a specific tag). If you want a complete backup, leave the filters clear.
- Locate the data action buttons in the upper-right quadrant of the customer list.
- Click the Export to CSV (or Download CSV) button.
- The system will compile the data file. Depending on your browser settings, the spreadsheet will automatically download to your computer's "Downloads" folder.
Using CSV Downloads for Data Verification and Filtering
While the built-in filters within the Spraye dashboard are excellent for day-to-day operations, exporting your data into a CSV spreadsheet unlocks advanced filtering, cross-referencing, and auditing capabilities using spreadsheet tools.
Downloading a CSV allows you to quickly verify information integrity and catch administrative inconsistencies across thousands of records at once.
The exported CSV file will contain the following fields:
First Name: The customer's given name.
Last Name: The customer's family or surname.
Company Name: The name of the business associated with the contact, if applicable.
Email: The primary email address used for standard communications and notifications.
Email Subscribed: The opt-in status indicating whether the customer agrees to receive emails.
Secondary Email(s): Alternative email addresses for copy/cc or secondary contacts on the account.
Mobile: The customer's primary cellular phone number.
Text Subscribed: The opt-in status indicating whether the customer consents to receiving SMS text messages.
Home: The landline or main phone number for the customer's residence.
Work: The direct phone number for the customer's place of employment.
Billing Address: The primary street address used for invoicing, statements, and payment processing.
Billing Address 2: An optional line for unit, suite, apartment, or building numbers.
City: The city or municipality portion of the billing address.
Billing State: The state, province, or region associated with the billing address.
Zip Code: The postal code used for location verification and mailing.
Customer Status: The current state of the account (e.g., Active, Inactive, Lead).