The Customers export lets you download a list of your customers and details from their customer records, including contact information, purchase history, device type, and communication opt-in status. You can also use the export to review customer referrals. Unlike other CommentSold CSV reports, you access this export from the Customers page.
Use the table of contents below to navigate to specific sections of this article:
When You Should Export this CSV
- You want an overall view of customers' opt-in status for communications (e.g., marketing emails, SMS, and/or Messenger notifications).
- You want to view reporting on referrals—which referral codes are used most, which customers refer the most new business, etc.
Export a CSV of Customer Details
- Select Customers in the side menu of your CommentSold dashboard.
- Select the Email customers export as CSV. This will send a link to download the file to the email address associated with your CommentSold account.
- Open the export email and select the Download Here link.
- The CSV file will automatically download to your device. You can locate the file in your Downloads folder and open it using your preferred spreadsheet program.
FAQs
Where do I find the Customers export?
You can access it from the Customers page in your CommentSold dashboard. It is not accessed through the standard CSV reporting page.
Where is the download link sent?
CommentSold sends the download link to the email address associated with your CommentSold account.
What can I use the export for?
You can review customer details and purchase history, check communication opt-in statuses, and analyze referral activity using a spreadsheet program.
Does the export include marketing communication opt-in statuses?
Yes. It includes opt-in status for marketing emails, SMS, and Messenger notifications.