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.

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: