You can export your customer data at anytime. This can be a useful tool to check all remaining Farm Credit or to pull a list of customer history. Note that this includes all customers associated with your farm (not only those who have purchased), and may reflect many years of data. The export respects any active filters or search you've applied on the Customers page. If you need to export customers with a current share, use the Fulfillments tab.
From the Customer Page, simply click Export to CSV and you will receive a spreadsheet of your customers.
The fields in this export include:
- First Name
- Last Name
- Business Name
- Alternate Email
- Phone Number
- Street
- City
- State
- Zip
- Pronouns
- Stripe Customer Ref
- CSA, if applicable
- Schedule
- Location
- Farm Credit
- Preferences (Custom Share product preferences set by the customer, when applicable)
From the Customers page you can also:
- Add Customers
- Find Customer contacts
- Review Customer balances
- Create Invoices
- Adjust Farm Credit
- Manage Customer CSA shares
- Create Share orders for customer
- Create Standard product orders for customers