How to Export the Customer List

To export your customer list, follow these steps:

Log in to the ikas Dashboard:

Sign in to your ikas Dashboard.
Access Customers:

Click on the Customers > Customers tab in the left menu.
Choose the Export Option:

Click on the Export button in the top right corner. A window will open where you can define the export details.
Choose the Export Format:

Select the desired file type for the export (CSV or XLS).
Select Details:

Choose whether you want to export customer information or only customer properties.
Select Export Data:
- Export all customers: You can export all customers at once.
- Export specific customers: If you want to export only specific customers, a filter needs to be set and applied before step 3. Based on this, a filtered customer list can be exported. More information about the filter function can be found here.
Export:

Click the Export button to complete the export. The file will be automatically downloaded in the selected format.

Before Import: Do an export.

It is recommended to perform an export before any import to ensure that you're working with the latest product data.

How can I edit the exported CSV file?

Do you want to edit the exported CSV file? You can use Google Sheets and proceed as follows:

Open Google Sheets:

Open Google Sheets and create a blank spreadsheet.
Import the File:

Click on File > Import > Upload > Browse and select the downloaded CSV file.
Adjust Import Settings:

A window will open. Leave the separator type on “Detect automatically” and check the box for “Convert text to numbers, dates, and formulas”.
Import Data:

Click Import Data to load the CSV file into Google Sheets.
Edit Data and Save:

Edit the file as needed and save it in the correct format.

💡 Check out the following articles to learn more about managing customer profiles in ikas:

For any assistance or if you have further questions, please let us know. You can contact us by phone at +49 7361 3893012 or email us at support@ikas.de.