The current Admin > Customers page does not offer a customer-list CSV download. The list is paginated, so the rows on screen are not a complete export.
If you need a file for a business task, ask your Naayya contact about the current options. Explain which business, people, and fields you need. Any file containing customer information needs careful handling.
Export customers#
- Go to Admin > Customers to check the current records and confirm the correct business is selected.
- Use search or the All, Leads, and Customers views if you only need to find or review people in Naayya.
- If you need a customer-list file, ask your Naayya contact about the current options and describe the purpose and minimum information needed. There is currently no Export action on this page.
What customer exports are for#
For one person's bookings, purchases, or class passes, open their customer record. For a saved group, use Customer Segments if it is available to you. If your task requires a file outside Naayya, first decide which information is necessary and who should receive it.
What not to export#
Avoid using a customer file for:
- Sharing customer lists broadly
- Sending data to personal accounts
- Keeping permanent copies of sensitive customer information
- Working around role permissions
Do not use a business customer list as a substitute for a customer's own account data request. Ask your Naayya contact if you are unsure how to handle that request.
Protect exported files#
If you receive an authorized customer file:
- Keep the file in a secure location
- Do not leave it on shared computers
- Avoid forwarding it by email unless that is approved for your business
- Delete it when the work is done
- Be careful with spreadsheets that sync to personal cloud storage
Troubleshooting#
Export is empty#
The current Customers page cannot create a CSV. If an older file has no rows, check which business and time it covers rather than assuming the live list is empty.
Export fails#
There is no Export action on the current Customers page. If a different download fails, ask your Naayya contact what to check and share the page name and what happened.
Customer data looks stale#
An existing file is a snapshot. Reload Admin > Customers to check the current record; ask your Naayya contact about a new file if you need one.