Within Teamwork Desk, you can export a list of customers from your site.
Note: All data is exported as a ZIP file which extracts to a .JSON file.
To export your data, click your profile icon in the top right of the main navigation bar and choose Settings from the dropdown menu.
In the Settings area, go to the General subsection and select Export Data from the left sidebar.
To the top right of the page you will see an option to export. Select this and choose Customers from the dropdown menu.
The export will begin automatically, and a message will appear in the bottom right.
Note: Depending on your selection and the amount of data being exported the time for completion can vary.
Once the export is complete it will appear in the Export Data area, listed along with any previous exports.
You will see the export type, status, and export date, along with a download option on the right-hand side.
The downloaded zip file will be extracted to a .JSON file when opened. For each customer, the export will include:
- ID
- Avatar URL
- Email
- First name
- Last name
- Company
- Job title
- Address
- Phone
- Mobile
- Social Links
- Notes
- Created date
- Updated date
For more information, see: Understanding Reports