Export customers from Circle

Exporting customer data from Circle is a straightforward process that can be completed in just a few simple steps. Follow this manual to export your customer data in the form of a CSV file.

There are 3 levels that you can export your members:

1. All your members:

Step 1: Navigate to Member > Manage from your Dashboard.

Step 2: Filter the contacts you wish to Export.

Step 3: Click open the Actions dropdown menu. Then, select Export CSV.

2. Members of a space group

Step 1: Navigate to Space Group > Edit Space Group > Members from your Dashboard.

Step 2: Filter the contacts you wish to Export.

Step 3: Then, select Download CSV.

3. Members of a space

Step 1: Navigate to Space > Members from your Dashboard.

Step 2: Filter the contacts you wish to Export.

Step 3: Then, select Download CSV.

That's it! Your customer data has now been exported from Circle in the form of a CSV file, which can be used for importing into ShopBase Creator or for analyzing your customer data.

Please note that the export process may take some time depending on the number of customers you have and the size of the data being exported.

If you have any question or need help, you can refer to Circle help center https://help.circle.so or contact Circle support team for assistance.

Updated on: 29/07/2023