If you want to export your Setmore client data for use in other applications, the platform allows you to export a .CSV file with all your customer listings and their correlating data fields. Please note, the .CSV file will include basic form field data like Name, Email, Phone number, etc., as well as any custom fields you have inputted, but it won't include any customer notes or appointment history data.
Export a .CSV file of your customer data
1. Navigate to the Customers tab. At the top of the customer listings column, click the menu icon (4 horizontal bars) and select "Export customers" from the dropdown menu.
2. You'll receive a confirmation message which indicates that a link to download your .CSV file will be emailed to you.
3. Check your email inbox for a notification about your data file. Once you receive the email, open it and click the "Click Here" button to download your customer data file.