Efficiently manage your customer data in Perkstar by exporting records. This guide walks you through the process step by step.

1. Access the Customers Screen:

   • Log in to your Perkstar account.

   • Navigate to the left-hand menu and click the Customers icon.

     
     

2. Export Data:

   • Locate the Export button on the Customers screen.

   • Click the button to download a .CSV file containing all current customer records.

   
   

3. Review the Exported File:

   • Open the downloaded .CSV file to view and edit customer data as needed.

   Tip: Use the exported file as a backup or to make bulk updates before re-importing.

By utilizing these import and export features, you can streamline customer data management and maintain accurate records effortlessly.