Data Security and Integrations

How do I download my customer database?

Can I download my customer list to create marketing campaigns?

Written by Chelsea | June 6, 2025

You can export your customer database directly from simpleERB to help you manage your marketing efforts and newsletters.

Steps to Export

  1. Navigate to the Reports section in your account.
  2. Expand the list of reports and select Customer Export.
  3. Use the available parameters to filter your list (e.g., by specific dining dates or custom 'quick info' tags).

GDPR Compliance

Crucial: To remain compliant with GDPR laws, you must select the option to only show customers who have "opted in to marketing messages via email" before running your search.

Using Your Data

After clicking Search, you can export the filtered list as a .xls file. You can then upload this file to your preferred email marketing platform, such as MailChimp or ActiveCampaign, to create your targeted campaigns.

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