Complete Data Export Guide

Learn how to export your Customer History data for backups, analysis, or migration.

Export Methods

Quick Export (Free & Premium)

  • Export from any data view
  • Click export button
  • CSV format
  • Instant download

Advanced Export (Premium)

  • Multiple format options
  • Scheduled exports
  • Custom field selection
  • Filtered data exports

Export Formats

CSV (Comma-Separated Values)

Best for: Excel, Google Sheets, basic data analysis

  • Human-readable
  • Universal format
  • Easy to import elsewhere
  • Available in free version

JSON (JavaScript Object Notation)

Best for: Developers, API integrations, data migrations

  • Preserves data structure
  • Nested objects supported
  • Machine-readable
  • Premium only

XML (Extensible Markup Language)

Best for: Enterprise systems, legacy software

  • Industry standard
  • Hierarchical structure
  • Wide compatibility
  • Premium only

What Data Can Be Exported?

Customer Data

  • Customer profiles
  • Contact information
  • Lifetime value
  • Customer tiers
  • Tags and segments
  • Custom fields

Session Data

  • All browsing sessions
  • Page views
  • Time spent
  • Traffic sources
  • Device information
  • Geographic data

Product Analytics

  • Product view counts
  • Product performance
  • Category analytics
  • Brand metrics
  • View-to-purchase ratios

Order Data

  • Order history
  • Purchase patterns
  • Revenue metrics
  • Product purchases

Marketing Data (Premium)

  • Email campaign results
  • Workflow history
  • Coupon usage
  • Referral data
  • Segment membership

Step-by-Step Export Instructions

Export Customer List

  1. Go to Customer History → Customers
  2. Apply filters if needed (date range, tier, tags)
  3. Click Export button (top right)
  4. Select format (CSV, JSON, or XML)
  5. Choose fields to include
  6. Click Download Export
  7. File downloads to your computer

Export Sessions

  1. Go to Customer History → Sessions
  2. Set date range
  3. Apply filters (customer type, source, etc.)
  4. Click Export Sessions
  5. Choose format
  6. Download file

Export Analytics Report

  1. Navigate to any report page
  2. Set parameters and filters
  3. Click Export Report
  4. Select CSV format
  5. Download report data

Export Individual Customer (GDPR)

  1. Find customer profile
  2. Click customer name to open
  3. Click Export Customer Data
  4. Complete data package downloads
  5. Includes all customer information

Scheduled Exports (Premium)

Automate regular data exports:

Setup Scheduled Export

  1. Go to Tools → Scheduled Exports
  2. Click New Schedule
  3. Select data type (customers, sessions, orders, etc.)
  4. Choose frequency:
    • Daily
    • Weekly (select day)
    • Monthly (select date)
  5. Choose format (CSV, JSON, XML)
  6. Select delivery method:
    • Email attachment
    • FTP server
    • Webhook POST
  7. Save schedule

Manage Schedules

  • View all active schedules
  • Edit schedule parameters
  • Pause/resume schedules
  • Delete schedules
  • View export history

Export Filters

Refine what gets exported:

Date Range

  • Last 7 days
  • Last 30 days
  • Last 90 days
  • Custom date range
  • All time

Customer Filters

  • By tier (VIP, Regular, New)
  • By tag
  • By segment
  • By lifetime value range
  • By order count

Session Filters

  • By traffic source
  • By device type
  • By location
  • By session duration
  • Logged in vs guest

Large Exports

Handling large data sets:

If Export Times Out

  1. Reduce date range
  2. Export in smaller batches
  3. Use scheduled export for background processing
  4. Increase PHP max execution time
  5. Contact support for assistance

Batch Export Strategy

  • Export by month
  • Export by customer segment
  • Export by data type separately
  • Combine files later

Export File Structure

CSV Format

Customer ID,Name,Email,Orders,Lifetime Value,Last Order
123,John Doe,john@example.com,5,$542.50,2025-01-10
124,Jane Smith,jane@example.com,3,$320.00,2025-01-08

JSON Format

{
  "customers": [
    {
      "id": 123,
      "name": "John Doe",
      "email": "john@example.com",
      "orders": 5,
      "lifetime_value": 542.50,
      "last_order": "2025-01-10"
    }
  ]
}

XML Format

<customers>
  <customer>
    <id>123</id>
    <name>John Doe</name>
    <email>john@example.com</email>
    <orders>5</orders>
    <lifetime_value>542.50</lifetime_value>
  </customer>
</customers>

Using Exported Data

In Excel/Google Sheets

  1. Open Excel or Google Sheets
  2. Import CSV file
  3. Data appears in columns
  4. Create pivot tables and charts
  5. Perform custom analysis

In BI Tools

  • Tableau
  • Power BI
  • Google Data Studio
  • Import CSV or JSON
  • Create custom dashboards

In CRM Systems

  • Salesforce
  • HubSpot
  • Zoho CRM
  • Map fields during import
  • Enrich customer profiles

Security & Privacy

Protecting exported data:

  • Encryption: Exports not encrypted by default
  • Password protect: Add password to ZIP files
  • Secure transfer: Use SFTP for scheduled exports
  • Delete after use: Don’t leave sensitive data exposed
  • GDPR compliance: Handle personal data responsibly

Re-importing Data

Import data back into Customer History (Premium):

  1. Go to Tools → Import Data
  2. Select file (CSV, JSON, or XML)
  3. Map fields to database columns
  4. Preview import
  5. Confirm and import
  6. Data merged or updated

Troubleshooting

Export Button Not Visible

  • Check user permissions
  • Verify admin or shop manager role
  • Try different browser

Export File Empty

  • Check filters aren’t too restrictive
  • Verify data exists for date range
  • Try exporting all data first

Export Times Out

  • Reduce date range
  • Use smaller batches
  • Increase PHP timeout
  • Use scheduled export instead

File Won’t Open

  • Verify file downloaded completely
  • Try different program to open
  • Check file extension matches format

Best Practices

  • Export data regularly for backups
  • Test export/import process before relying on it
  • Document your export schedule
  • Keep exports secure
  • Verify data completeness after export
  • Use scheduled exports for consistency