Export your client list
Download your client list, or only the clients you searched for or filtered, as an Excel or CSV file.
You can download your client list as an Excel or CSV file, for example to write birthday cards or to keep a list next to your accounts. Saloon exports the list as you see it: with your search and filters, and every page of it.
Export the list
- In the menu, go to Customers.
- If you don't want every client, search or choose Filters, for example Birthday this month.
- Click Options. Under Export, choose Export as Excel or Export as CSV.
- The file Customers is downloaded. You then see how many clients are in it.
If there is nobody to export, you see There are no customers to export.
What is in the file
Each client is one row, with the columns First name, Last name, Email address, Phone number, Gender, Date of birth, Address, Postal code, City, Customer since, Last appointment, Marketing by email and Blocked. The last two are Yes or No.
- Choose Excel if you want to open the list in Excel or Numbers. Dates there are real dates you can sort on.
- Choose CSV if you want to read the list into another program. Text that starts with a character such as = gets an apostrophe in front, so a spreadsheet does not turn it into a formula.
Who may export
Exporting takes Can download clients. Without it the export is not under Options. If your role does not have Can view client contact details, the email address and phone number columns stay empty. You set this in Settings › Team members › Permission roles.
Frequently asked questions
Can I export only clients who consented to marketing?
Not with a filter. Export the list and filter on the Marketing by email column in your spreadsheet.
Are notes and appointments in the export?
No. The export holds the columns above, with the date of the last appointment.
Can I import the file again?
Yes, the import matches the columns by itself. Clients who are already in are skipped.