How do I export my customers as a CSV / Excel for Mailchimp?

Go to the Customers tab and hit Export:


Note: In the rare case that your # of customers exceeds the maximum limit (you'll see that when you open up the exported file, it contains fewer than your total # of customers) — drop a message to support@cleanerplanner.com and we'll get your full customer list exported to you ASAP.


Open up the exported file:

  • You only need to keep the columns for Email, First Name, and Last Name
  • You may also find it helpful to keep other columns like Round, Service, Status, and Source
  • All other columns can be deleted


Hit Save.

Finish your MailChimp campaign per instructions in https://help.cleanerplanner.com/article/60-how-do-i-export-my-customers-to-mailchimp

Still need help? Contact Support Contact Support