Exporting customer information
In this article you’ll learn how to export your customer data as a csv download to view in spreadsheet form within Microsoft Excel or similar. A list of the information available via subscription exports can be found in the reference section.
The exports covered in this article are specific to customer Direct Debit authorisations and their respective statuses, and do not include any payment data.
To export your customers’ payment data, you would need to do this via the Payments page within your dashboard, or otherwise for individual customers via their respective account pages. Please see here for more information on exporting payment data.
How to export customer data
1. Login to your GoCardless dashboard & navigate to the Customers page
2. Select the status of customers you wish to export.
Using these filtering options, choose the date range of when customers were created (i.e. added to your dashboard) that you would like to export, along with their current status. These statuses are broken down into:
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Active - customers with an active Direct Debit mandate set up with your business/organisation and so available to create payments for.
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Pending - customers that have been sent an authorisation request via the email option within your dashboard but not yet actioned it.
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Inactive - customers that previously had an active mandate with yourself but have since cancelled it.
3. Click the Export button to initiate a csv download of your [filtered] customer information. An export generation window will open in the bottom right of your screen to track its progress. Once the download has completed the status dot will turn green.
4. Click the csv link to download it to your device
5. Once you’ve downloaded the export, click Dismiss to close the Export generation window