You can export customer records from Appointy when you need a copy of your customer database for reporting, backup, analysis, or use in another system.
You can also filter which customers you want to export instead of downloading the entire customer list.
How to export customers from Appointy
Quick navigation
Customers → Export Customers → Apply Filters → Export
Steps to export your customer list
- Log in to your Appointy admin account.
- Click Customers in the toolbar on the left.
- Click the Export Customers icon located to the right of the search bar in the customer list panel.
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- In the Export Customer window, apply the available filters to choose which customers you want to export.
- Review your selection.
- Click Export at the bottom of the window.
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Can I export only selected customers?
Yes.
The Export Customer window allows you to filter the customer records you want to include in the export.
This is useful when you only need a particular group of customers instead of your complete customer database.
When should I export my customer list?
Customer export can be useful when:
- You need a copy of your customer database
- You want to analyze customer data outside Appointy
- You are preparing business reports
- You need customer information for another business process
- You want to keep an external record of customer data
- You are moving customer information to another system
What information is included in the export?
The exact information included depends on the customer fields and export options available in Appointy.
Before using the exported file for another system or process, review the exported data to make sure it contains the customer information you need.
What is the difference between importing and exporting customers?
Importing customers brings customer records into Appointy from an external CSV file.
Exporting customers takes customer records out of Appointy so you can use the data elsewhere.
For example:
CSV file → Appointy = Import
Appointy → exported customer file = Export
Frequently Asked Questions
How do I export customers from Appointy?
Go to Customers → Export Customers, select or filter the customer records you want, and click Export.
Can I export only some customers?
Yes. Use the available filters in the Export Customer window to control which customer records are included.
Can I export my entire customer database?
If the export filters allow all customers to be included, you can export the complete customer list.
Can I use the exported customer list for reporting?
Yes. Customer exports can be useful for external reporting, analysis, or other business processes.
Can I export customers before moving to another system?
Yes. Exporting your customer list gives you an external copy of the customer records that can be reviewed or prepared for migration.
Is exporting customers the same as exporting appointments?
No. Customer export is intended for customer records. Appointment information and appointment reports are handled separately.