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Overview

Export your customer data and form submissions for backup, analysis, or use in other tools.

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Accessing

  1. Go to the CRM tab
  2. Click Export button

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Export Options

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Customer Data Export

  • All customer records
  • CSV format
  • Includes all fields

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Form Submissions Export

  • All form submissions
  • CSV format
  • Includes submission data

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Exported Fields

Customer CSV includes:
  • Name
  • Email
  • Phone
  • Company
  • Source
  • Tags
  • Notes
  • Date added
Form Submissions CSV includes:
  • Submission date
  • Form name
  • Customer email
  • All form fields
  • Page URL

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Tips

  • Export regularly for backup
  • Use for email marketing imports
  • Analyze in spreadsheet software
  • Filter before export if needed
  • Keep exports secure (contains PII)