Export your customer list

Locating and Using the Export Customers Feature

  1. Log in to your Perkville Dashboard

  2. Navigate to the Customers page using the left-hand menu

  3. Select the Export Customer List link on the top-right of the page. This will email you a report of your customer list.


Data Included in the Customer List Export

Each exported file includes the following fields for every customer:

  • First Name

  • Last Name

  • Email Address

  • Birthday

  • Point Balance

  • Total Points Earned

  • Last Location

  • Date of Last Transaction

  • Name of Last Transaction

  • Phone Number

  • Status (the customer’s status in your loyalty program)

  • Deny Listed (whether the customer is prohibited from participating)

  • Perkville Join Date Time

  • Perkville User ID

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