Leads & sales
Export customers
Download your customers as a spreadsheet — one row per customer, however many orders they have — with phone, email, number of orders and last move.
- 3 min read
- Checked against MoveBoard
- For owners & admins, sales
On this page
Export this list gives one row per order, so a customer who moved with you three times shows up three times. Export customers gives one row per customer instead — good for a mailing list, a holiday card list or your bookkeeper.
Before you start
You need the Can Export reports permission (company admins always have it). Without it, the export buttons don't show.
From the Orders page
- Open Orders and set up the view you want — a stage, or the List with its filters and dates.
- Press Export customers at the right of the toolbar, next to Export this list.
Your browser downloads customers.csv with the customers of every order that matches — not only the 25 on the page.
From Reports
- Open Reports › Customers › Customer list.
- Pick the Period and any filters. The list is the customers who had an order made in that period.
- Press CSV.
The page shows how many customers there are, how many came back more than once and how many have a booked move, with the most recent ones in the table. Click a row to open that customer's last order. The CSV has every one of them.
What's in the file
One row per customer, A to Z by name:
| Column | What it is |
|---|---|
| Name, Phone, Email | From the customer's record (the order's contact when the record has none). |
| Second phone, Second email | The customer's other phone, or a different phone or email on their last order. |
| City, State | Where their last move starts. |
| Number of orders | All their orders you can see — leads, booked, cancelled. |
| Booked moves | How many of those orders are booked. |
| First order date | The day their first order was made (your branch's time zone). |
| Last move date, Last order # | The order with the latest move date. |
| Source | Where their first order came from — how they found you. |
| Sales person | Who has their last order. |
| Opted out of texts | Yes when texts are switched off for them, or they replied STOP. |
| Opted out of emails | Yes when emails are switched off for them, or they unsubscribed. |
If something goes wrong
- "You do not have permission to export." — ask your admin for Can Export reports.
- A customer shows up twice — two separate customer records were made for them (for example with two different emails). Each record is its own row.
Related guides
- Leads & salesExport the orders listDownload the orders you're looking at — with the same filters — as a CSV file for a spreadsheet.
- ReportsCustomer reportsNew versus repeat customers, referrals, the customers and accounts worth the most to you, and the list of all your customers.
- ReportsExport a reportDownload any report's table as a CSV file for a spreadsheet or your bookkeeper — with the period and filters you chose.
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.