Customer Data Export

Export your customer data for reporting, analysis, migration, or compliance purposes. SeroBook provides flexible export options with full control over which fields are included and what format is used.

Export Overview

Customer data exports allow you to download your customer records as structured files. This is useful for external reporting, importing into other tools, backing up your data, or responding to data access requests.

Starting an Export

You can initiate a customer data export from the customer list or from the settings area.

Quick Export from Customer List

1. Go to Customers
2. Apply any filters you want (tags, date range, status, etc.)
3. Click the Export button in the toolbar
4. Choose your export format
5. Select the fields to include
6. Click Export to download

Export from Settings

1. Go to Settings → Data → Exports
2. Click New Export
3. Select Customers as the data type
4. Configure filters, fields, and format
5. Click Generate Export

Available Export Formats

Choose the format that works best for your needs. Each format has different strengths depending on how you plan to use the data.

Selecting Export Fields

Control exactly which data fields are included in your export. This is important for keeping exports focused and for privacy compliance.

Available Fields

• Basic information – Name, email, phone, address
• Account details – Customer ID, creation date, last activity date
• Booking statistics – Total bookings, last booking date, no-show count
• Financial data – Total spent, outstanding balance, average booking value
• Tags and categories – All tags assigned to the customer
• Custom fields – Any custom fields you have configured
• Communication preferences – Opt-in status, preferred channel
• Notes – Internal notes (optional, excluded by default)

Field Presets

Save commonly used field selections as presets for quick reuse:

1. Configure your field selection during export
2. Click Save as Preset
3. Name the preset (e.g., "Marketing List", "Full Report")
4. Next time, select the preset from the dropdown to apply the same fields

Filtered Exports

Export only a subset of customers by applying filters before exporting. This is useful for creating targeted lists.

Filter Options

• Tags – Export customers with specific tags
• Date range – Customers created or last active within a period
• Booking count – Customers with a minimum or maximum number of bookings
• Spending threshold – Customers above or below a certain total spend
• Communication status – Opted-in, opted-out, or all customers
• Custom field values – Filter by any custom field data

Filters can be combined using AND logic (all conditions must match) or OR logic (any condition can match).

Scheduled Exports

Set up recurring exports that are automatically generated and delivered on a schedule. This is ideal for regular reporting or keeping external systems in sync.

Creating a Scheduled Export

1. Go to Settings → Data → Scheduled Exports
2. Click Create Schedule
3. Select the data type (Customers)
4. Configure fields, filters, and format
5. Set the frequency (daily, weekly, monthly)
6. Choose the delivery method (email or cloud storage)
7. Save the schedule

Delivery Options

• Email attachment – Receive the export file as an email attachment
• Email download link – Receive a secure download link (for large files)
• Cloud storage – Automatically upload to Google Drive, Dropbox, or S3

GDPR and Data Access Requests

Under GDPR and similar privacy regulations, customers have the right to request a copy of all personal data you hold about them. SeroBook makes it easy to fulfill these requests.

Generating a Data Access Package

1. Open the customer's profile
2. Click Actions → Generate Data Package
3. SeroBook compiles all data associated with the customer
4. Review the package contents before delivery
5. Download the package or email it directly to the customer

What the Package Includes

• All profile information and custom fields
• Complete booking history with details
• Communication history (emails and SMS sent)
• Payment and invoice records
• Tags and notes (staff notes can optionally be excluded)
• Consent and preference records

Export History

SeroBook keeps a log of all exports for audit and compliance purposes.

Viewing Export History

Go to Settings → Data → Export History to see all past exports. Each entry includes:

• Date and time the export was generated
• Who initiated the export (staff member name)
• Data type and number of records exported
• Filters and fields that were applied
• Format used
• Download link (available for 30 days)

Export Security

Customer data exports may contain sensitive information. SeroBook provides several security measures to protect exported data.

• Permission-based access – Only staff with the "Export Data" permission can generate exports
• Download link expiration – Export download links expire after 30 days
• Audit logging – Every export is recorded with the user who generated it
• Password-protected files – Optionally encrypt export files with a password
• IP restrictions – Limit export downloads to specific IP addresses

Next Steps

• Manage your customer list
• Import customers from another system
• Export booking data as CSV
• Explore customer profiles