Here’s how to export your existing customer data inside Loyally.ai:
Sign in to Loyally.ai and go to 'Customers' in the Menu Panel.
Click “Export” and save the generated XLS file to your computer.
Done! 
Confirm export success and review new customers in the excel file.
There are several reasons why you might need a local copy of your customer list from Loyally.ai:
Multi-Channel Marketing: Import your list into email marketing platforms or SMS tools to run targeted campaigns outside of the Loyally.ai ecosystem.
Advanced Analytics: Use Excel or Google Sheets to perform custom data analysis, such as calculating lifetime value (LTV) or segmenting customers by specific purchase behaviors.
Data Backup: Maintain a physical backup of your customer database for your own business records and security compliance.
CRM Integration: Manually sync your loyalty data with your existing Customer Relationship Management (CRM) software to ensure your sales and support teams have the latest information.
Offline Marketing: Use the physical mailing addresses or contact details for traditional mailers or personalized outreach.
How to Import Customer
Learn how you can import records from Customers section
Customer Filters and Segmentation
Segment and understand your customer base
How to Distribute Cards Based on Manually Created Customer Segments?
Sending Targeted Rewards to Your Manually Created Customer Segments
