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Exporting customer data from Smile can be done by navigating to the Customers section of Smile Admin. By default, Smile exports all customers in the system, but you can also filter and sort your customer data within Smile to export a specific segment.

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Export a customer list as a PDF

To export a customer list as a PDF:
  1. In Smile Admin, navigate to Customers.
  2. Click the Filter and export button.
  3. Click Export as PDF.

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Export a customer list as a data file

To export a customer list as a data file:
  1. In Smile Admin, navigate to Customers.
  2. Click the Filter and export button.
  3. Scroll to the right of the Customers table, hover your mouse to the right and click the three dots.
  4. Click Download results.
  5. Select the file type and format type you’d like to export.
  6. Click Download.

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Create customer segments by filtering

To filter your customer data to create segments:
  1. In Smile Admin, navigate to Customers.
  2. Click the Filter and export button.
  3. Use the drop-down filters at the top of the Customers table to segment your data.
  4. Click Add filter.
  5. Export your data as a PDF or a data file.
Tip: You can also export customer activity data from your points, referral, and VIP programs using the Export button on each program’s Activity page.