Business owners and managers can download their full People list as a CSV from Admin > Settings > Data export. It includes customers, guests, and leads for the selected business. The download is a snapshot of the list at the time you export it.
Export customers#
- Select the business whose People list you need.
- Go to Admin > Settings > Data export.
- Under People, select Download CSV.
The file includes every person in the business's All view, even if the Customers page is currently showing a search result or a different view. Each row includes a person type and stage, name, email address, phone number, dates, and any contact notes. Blank fields mean that information is not recorded. The file does not include bookings or payments.
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. This download is the full People list; it does not apply a segment or search filter. Decide who needs the file before sharing 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#
After downloading a 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#
Confirm that you selected the correct business. Check Admin > Customers > All to see whether the list has people. An older CSV may be empty because it was exported before records were added.
Export fails#
Try again from Admin > Settings > Data export. The download stops if Naayya cannot collect the complete list. If it still fails, contact support@naayya.com with the business name and the time you tried; do not send customer data in the message.
Customer data looks stale#
An existing file is a snapshot. Reload Admin > Customers to check the current record, then download a new CSV if you need the latest list.