Clientele Export: Examples


You can use the Customer Find Filter to specify a wide range of parameters to generate very specific exports to meet your needs.  Below you will find a few examples.  See Customer Find Filter for more information on the search options available.

enlightenedYou can create Customer Groups/Mailing Lists and export those.  This is the best way to export a customer list from a report.  For example, you could export your top 100 customers by saving them as a group and exporting the group.

See Groups/Mailing Lists for more information on creating/exporting these and see Groups/Mailing Lists: Examples for examples.

Export Customers with their Occasions

This will export customers along with their contact details, birthday, and anniversary dates.

  1. Click Clientele > Export > For Other.
  2. Use the Customer Criteria drop-down to specify any desired criteria.
  3. Use the Export To File Name drop-down to choose a save location.
  4. Click OK to export your customers.

Export Customers with a Spouse Birthday Next Month

This will export a list of customers that have a spouse with a birthday coming up next month.

  1. Click Clientele > Export > For Mailing.
  2. Click the Customer Criteria drop-down and go to the Results tab.
  3. Set Addressee to Celebrant's Spouse/Partner: Either Gender and set Spouse/Partner Required to Include Only Customers with Spouse/Partner.
  4. Go to the Dates tab.
  5. Set Occasion Date to Next Month and check Birthday.  Make sure Ignore Year In Date is also checked, then click OK.
  6. Use the Export To File Name drop-down to choose a save location.
  7. Click OK to export your customers.

Export Customers that have an Email Address

This will export a list of customers that have email addresses.

  1. Click Clientele > Export > For Mailing.
  2. Click the Customer Criteria drop-down.
  3. On the General tab, type =ANY into the Email field, then click OK.
  4. Use the Export To File Name drop-down to choose a save location.
  5. Click OK to export your customers.

Export Customers that have Previously Purchased but Have Not Purchased This Year

This will export a list of customers that have purchased in the past but have not purchased anything this year.

  1. Click Clientele > Export > For Mailing.
  2. Click on the Customer Criteria drop-down and go to the Merchandise tab.
  3. Under Has Purchased at least this Merchandise, set No. Items to 1 and for Date Range set the Max value to the first of the year (1/1) and blank out the Min value.
  4. Under Has NOT Purchased at least this Merchandise, set No. Items to 1 and for Date Range use This Year, then click OK.
  5. Use the Export to File Name drop-down to choose a save location.
  6. Click OK to export your customers.
Updated on Fri, 08 Aug 2025 by Dominick Mastri

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