Customer list export with points
You can download a list of your customers, and their point balance, at any time using the customer export feature.
Use the following steps to download your customer list with points.
Navigate to your Dashboard.
Navigate to the Customers page. From the dropdown under "My Business", select "Customers."
Click "Export Customer List." This button appears in the upper right corner of the table that appears in the center of the web page.
Look for a success message. The message says, "We'll email the customer list to <Your email> when it's ready. Should be a few minutes."
Wait for an email to arrive in your inbox. Generating the report may take 2 to 15 minutes, depending on the size of your business. The subject of the email will be "Customer List for <Your Business Name>", and it will be from "howdy@perkville.com""
Follow the link to download your report. This email will contain a link to download the completed report.
Note: Certain staff permissions are required to download this report. If your account lacks permissions, contact the administrator or billing-responsible user of your Perkville account.
The downloaded report will contain the following fields.
First name
Last name
Email address
Birthday
Gender
Balance
Total points earned
Last location
Date of last transaction
Name of last transaction
Phone number
Status
Blacklisted
Perkville Join Datetime
User Id
First name
Last name
Email address
Birthday
Gender
Balance
Total points earned
Last location
Date of last transaction
Name of last transaction
Phone number
Status
Blacklisted
Perkville Join Datetime
User Id
Last updated
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