Backup and Migrate Data

Export your customer data, analytics, and settings for backup, migration, or integration with external tools. Import data to restore backups or bulk update customer information.

Export Options

Customer Data Export

Export customer information:

  • Customer profiles
  • Contact information
  • Purchase history
  • Tier levels and points
  • Custom tags and notes
  • Referral data

Access at: Customer History → Export → Customers

Session History Export

Export browsing sessions:

  • All customer sessions
  • Pages visited
  • Products viewed
  • Search queries
  • Session duration
  • Timestamps

Analytics Data Export

Export reports and statistics:

  • Product view analytics
  • Category performance
  • Brand statistics
  • Financial summaries
  • Top customers data
  • Search analytics

Settings Export

Backup plugin configuration:

  • General settings
  • Tracking options
  • Email templates
  • Workflow configurations
  • Tier settings
  • Integration credentials

Export Formats

CSV (Comma-Separated Values)

Best for:

  • Excel and Google Sheets
  • Email marketing platforms
  • CRM systems
  • Data analysis

JSON (JavaScript Object Notation)

Best for:

  • Developer integrations
  • API connections
  • Custom applications
  • Complete data backups

XML (Extensible Markup Language)

Best for:

  • Enterprise systems
  • Legacy software
  • Specific CRM requirements

Exporting Data

Step-by-step export process:

  1. Go to Customer History → Export
  2. Select data type to export
  3. Choose date range (optional)
  4. Apply filters (optional):
    • Customer tier
    • Purchase amount
    • Geographic location
    • Tags
  5. Select export format (CSV, JSON, XML)
  6. Click Export
  7. Download file

Scheduled Exports

Automate regular backups:

  1. Go to Settings → Scheduled Exports
  2. Enable automatic exports
  3. Choose frequency:
    • Daily
    • Weekly
    • Monthly
  4. Select data to export
  5. Choose delivery method:
    • Email attachment
    • FTP server
    • Cloud storage (Dropbox, Google Drive)
  6. Save settings
Automated Backups

Schedule weekly exports to ensure you always have recent backups of your customer data.

Importing Data

Restore from Backups

Restore previously exported data:

  1. Go to Customer History → Import
  2. Click Choose File
  3. Select backup file (CSV or JSON)
  4. Choose import mode:
    • Replace: Overwrite existing data
    • Merge: Add new and update existing
    • Add Only: Skip existing records
  5. Review data mapping
  6. Click Import

Bulk Customer Updates

Update multiple customers at once:

  • Export current customer list
  • Edit in Excel/Sheets
  • Update tier levels, tags, or notes
  • Re-import updated file
  • Changes applied to matching customers

Data Mapping

Match import file columns to database fields:

  • Email → customer_email
  • Name → customer_name
  • Tier → tier_level
  • Tags → customer_tags
  • Points → tier_points

The system auto-detects common field names but allows manual mapping for custom fields.

Import/Export Best Practices

  • Regular Backups: Export data weekly or monthly
  • Test Imports: Use small test files before bulk imports
  • Validate Data: Check for errors in export files
  • Keep Archives: Store exported files for compliance
  • Document Changes: Note what was imported/exported
  • Use Version Control: Date-stamp export files