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How do I export my customer data from Subbly?

Data export is possible through various sections of your Subbly dashboard. Data will be exported in the CSV file which you can use to further manage exported data. 


Exporting orders list

You can export your orders lists (of both pending orders or already shipped orders) from the Orders panel of your admin (click here). 

After applying appropriate filters to the list, make sure to click on the Action > Export CSV button in the top right corner of the screen as in the picture below




Exporting customers list

If you want to export your customers list instead, you can head over to the Customers section (click here). 

After applying appropriate filters (you can filter between active/inactive customers or you can filter them by customer's tags), you can run an export by clicking on Export CSV button right beside filters. 


Exporting subscriptions list

Go to Subscriptions section (right here), filter by any particular or relevant criteria like labels, products or coupon applied and click on Export CSV.


Exporting transactions

For those looking for the Quickbooks integration, although we don't have a direct integration with QB, you can use this one to export historical transactions in CSV and use that CSV to import into Quickbooks. Here you'll see how to export transactions in CSV. 

As of introduction of the Billing Engine version 2, you are now able to seamlessly export your previous transactions in CSV. This is very important as you are now able to export taxes as the separate column which will make tax reporting pretty much straightforward. 

In order to export transactions' CSV, you need to go here on your admin, select the date span for the transactions you're wanting exported and click on Export CSV

This will download the CSV for the date span selected to your hard drive which you can now use to import into any service of your preference for further use 📝 


Filtering options

Before taking out any export from your admin, or before performing any bulk action, it's important to understand different filtering options which will make it possible to narrow down the search of customers/invoices/orders that you'd want to action on. Subbly has different filtering facilities which can be broadly separated to

  • event filters (such as filtering by tags, products, or shipping countries...)
  • date filters (which can take into consideration both the creation date or the shipping date of the order for example).

Depending on the filters applied, Subbly will create different dataset on your admin. You can reset the filters anytime by clicking the Reset button as in the picture below which will reverse and negate any previously applied filters.

Different filters can be applied to the dataset at any given time.

As an example, you can filter the orders based on the creation date and only for the orders that are currently in awaiting delivery status. Additionally, you can use the date filter formatting to filter only those orders created since the 1st of May 2022 as in the picture below.

Similar to this one, you can use any other combination of filters to more closely filter out the dataset you need to action upon or export.


FAQ

Can I add columns to the CSV's?

Unfortunately, this is not possible. If you're wanting to suggest adding some more columns in the CSV please make your suggestion here

Where can I see my customer's preferences?

Please check this article to learn about the available options!

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