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How do I export a Customer file?

It is possible to generate a full export of all data that you have on file for a particular customer. The export comes to you via email, as a zip file, and contains data in various formats. The data includes: customer profile, sales, forms, custom fields, notes, photos, passes and gift cards

To export a customer file, choose Customers > List and click on the Customer whose file you wish to export.

Click Actions:

Click Export Customer Data:

The file takes a few minutes to generate, and will be sent to you via the email address on your Ovatu account.

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