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.
When to use this
One-time reporting or sharing with your team
Offline analysis in Excel or Google Sheets
Compliance, bookkeeping, or backups
Uploading to a tool that doesn’t support integrations
If you need ongoing sync
For real-time or automated data flows, use Loyally.ai integrations, webhooks, or the API instead of exporting manually.
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