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Using CRM and ERP systems is a common practice among business owners, especially when it comes to customer base management. But the default Magento doesn’t have options to set the necessary connections. As a result, store owners need to hire a Magento development company and waste a lot of time installing integration. Moreover, there are no options to filter customers and export only a particular segment.
Magento 2 Export Customers is a highly-customizable tool to export users and all concerning data without coding. Create multiple export profiles, include customers from a particular segment and export any data you need including from 3rd-party extensions. Execute Magento customer data export manually, by cron or by an event to automate customer migration. See 2 included solutions to cover each export need with one tool.
Level up your business: keep your customer base up to date with the stable system connections
Reduce administration costs: adapt export files to multiple systems without development
Improve marketing efficiency: segment customers automatically before exporting
The set of extension features lets you create export files that meet the peculiarities of each particular system, whether it’s SAP ERP or Zoho CRM, etc.. With the Export Customers extensions, you can create adaptive export profiles for multiple business purposes and manage them all in one place.
Add as many export profiles as you need for your business. Each profile can have its own structure, file format, storage options, execution schedule and so on. You can check the dates of the last run and update or even export profiles right from the grid. Create a brand-new profile or duplicate the existing one to speed up configuration.
A customer list for export in Magento extension has a tree-structured UI: it includes root entities, subentities and fields. Add any entity you need to the export file and build a suitable file structure. Add the fields using a modal window. Use a search bar to find any required field in a few seconds. Moreover, add static fields if needed.
NEW: Now you can export the information about newsletter subscribers, which can be useful for marketing needs. For instance, pass the data to your sales team for further emails.
Now you can use modifiers to change the values in the export file automatically.
Types of modifiers you can use:
You can use the filtration options to export only particular Magento customers. For example, it is possible to sort users by their country, account creation date, or customer group - to cut the long story short, you can filter by any value available within the included fields.
NEW: Use ‘last X days’ and ‘last X weeks’. Also, you can modify the timezone and filter data after the updates.
Each system requires the imported files to be named in a specific way. With the extension, you can change the default column entity keys, delimiters and field titles to make a file suitable. Adjust field sorting in the file within each entity using the drag-and-drop option. Additionally, customize the naming to make files compact and understandable.
Apart from running profiles with the button, you can export profiles automatically by cron or by the event. For instance, use cron options to export a profile each week or use an event to run the profile every time a customer registers, logs in, logs out, or is edited by an admin.
You may set 3rd-party links to add any customer data generated by other extensions to the export file - just choose the database tables to extract and join. When the necessary connections are ready, you will be able to add this info at the structure planning step.
You can export files in a CSV, XML, ODS, XLSX, JSON and a Custom Twig Template formats and configure each format specifications
Export customers to a local server, upload to the external ones using FTP/SFTP, Rest API or send files via email
Output customers list from Magento using Dropbox and Google Drive
The extension includes advanced logging options to let you track export in a convenient way. You may see the export history with the statuses for each profile or check the stats by all existing profiles in a separate log.
Thanks to the multi-store support, you can migrate customers from each store separately. Don’t forget that entities and fields for each store are also configurable.
Keep your admins informed about failed exports via notifications. Just specify the emails to send alerts to and be sure your customers will be exported.
NEW: Configure alerts for specific profiles separately. This way, you can set different configurations for existing profiles and get only relevant notifications (and avoid spamming, as a bonus).
Unload your server by removing the export history and files that are no longer relevant. Just set the period after which the logs and files will be regularly cleaned and avoid manual operations.
Magento 2 Export Customers also includes a simplified export UI for fast one-time export. All export entities are available here: the more Amasty Export extensions you have, the more entities you will be able to export in a split second.
Finally, you have one more feature for professional usage: Amasty Export Cron Jobs. You can schedule the export of any available entity. Similar to the previous option, all export solutions by Amasty will be available in one place.
To export customers in Magento 2 do the following:
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